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THE PLANNING CENTER, INC.

CRD 118994 · SEC 801-61051

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1615 5TH AVENUE, MOLINE, IL, 61265, United States

Phone

309-797-4030

Fax

309-797-4026

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.37B

Discretionary AUM

$1.35B

Team

28 total employees; 12 advisory reps; 34 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF NET WORTH AND INCOME

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingTAX PLANNING

Client types

TypeClientsAUM
Individuals570$332.0M
High net worth individuals325$983.9M
Pension/profit sharing plans10$46.4M
Corporations/business entities7$9.5M

States served

AK, AZ, CA, IL, IN, IA, LA, MN, NY, NC, OR, PA, SC, VA, WI, MO, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD