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Michael Anthony Branham

The Planning Center, Inc.

St. Louis Park, MN

Moline, IL

Anchorage, AK

CRD 3193430

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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
AK RA APPROVED 2018-11-30
MN RA APPROVED 2015-08-10
  • AK RA
    APPROVED
    Since 2018-11-30
  • MN RA
    APPROVED
    Since 2015-08-10

Branch Locations

1650 West End Boulevard, St. Louis Park, MN 55416 • United States

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

310 K Street Suite 405, Anchorage, AK 99501 • 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 07/2015 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-03-29
  • S63 Uniform Securities Agent State Law Examination
    1999-03-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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