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Matthew Thomas Knoll

The Planning Center, Inc.

Moline, IL

CRD 6249612

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Employer firm

The Planning Center, Inc. CRD 118994

$1.37B regulatory AUM 34 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • TAX PLANNING

From the firm’s Form ADV. Read the guides:

Current Employers
The Planning Center, Inc.

1615 5Th Avenue, Moline, IL 61265 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-11-30
IL RA APPROVED 2014-07-24
IA RA APPROVED 2014-07-24
  • TX RA
    APPROVED
    Since 2018-11-30
  • IL RA
    APPROVED
    Since 2014-07-24
  • IA RA
    APPROVED
    Since 2014-07-24

Branch Locations

1615 5Th Avenue, Moline, IL 61265 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Planning Center, Inc. Moline IL 06/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-24
  • S65 Uniform Investment Adviser Law Examination
    2014-07-24
Designations
  • Certified Financial Planner
Other Names
  • Matt T. Knoll

View on SEC IAPD

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Nearby Investors

Shane Conroy Swift
Jamie Stoneking
James Michael Schmertmann

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Moline, IL
QUAD CITY INVESTMENT CENTER · MOLINE, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Moline, IL

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