The Planning Center, Inc.

Overview

The Planning Center, Inc. is an SEC registered investment adviser based in Moline, IL, registered since 2002. It reports $1.4B in assets under management across 3,032 accounts, with 28 employees. It has 10 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

98%

Accounts

3,032

Average account

$452K

Employees

28

Advisory reps

10

Registered since

2002

Jurisdictions

20

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 12

• Eric Hamilton Kies Chief Executive Officer, President, Shareholder CRD 4056054
• Amy Elizabeth Tessmer Chief Financial Officer, Shareholder CRD 7346710
• Brett Joseph Lee Chief Compliance Officer, Shareholder CRD 6112206

9 more executive officers, with direct contact details

Advisory reps 3 of 10

• Hank Jude Boudreaux Investment Adviser Rep CRD 4274831
• Michael Anthony Branham Investment Adviser Rep CRD 3193430
• Eric Hamilton Kies Investment Adviser Rep CRD 4056054

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1615 5th Ave
Moline, IL 61265

County

Rock Island

Metro area

Davenport-Moline-Rock Island, IA-IL

Region

Midwest

Registrations

• SEC registered
• Registered in 20 jurisdictions

Every state, with registration dates

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