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The Planning Center, Inc. CRD 118994
$1.37B regulatory AUM 34 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1615 5Th Avenue, Moline, IL 61265 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-08-16 |
| IL | RA | APPROVED | 2010-06-24 |
| IA | RA | APPROVED | 2010-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Planning Center, Inc. | Moline | IL | 04/2003 | Present |
THE PLANNING CENTER, INC. (CRD# 118994), A FEE ONLY RIA THAT OFFERS ACCOUNT MANAGEMENT AND FINANCIAL PLANNING FOR A FEE, AS SECRETARY AND LESS THAN 5% OWNER AS OF 01/2009. THE PLANNING CENTER, INC IS LOCATED AT 1701 RIVER DRIVE, SUITE 300 IN MOLINE, IL 61265. RESPONSIBILITIES INCLUDE CLIENT SERVICE, ACCOUNT TRADING AND MAINTENANCE AND BUSINESS PLANNING, REQUIRING APPROXIMATELY 150 HOURS EACH MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-12 |
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