Nancy L. Blunck

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CRD#: 1181443

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nancy Lou Blunck was a registered financial professional .

Nancy is a previously registered financial professional and started their career in finance in 1983. Nancy had worked at 4 firms and has passed the Series 63, Series 7, Series 22 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 15, 2016 - January 20, 2018

THE PLANNING CENTER, INC.

RIA

CRD#: 118994

Anchorage, AK

Past

July 14, 1989 - December 31, 1996

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

February 7, 1984 - July 13, 1989

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

September 6, 1983 - December 20, 1986

EQUIVEST SECURITIES CORPORATION

CRD#: 10452

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE PLANNING CENTER, INC.

THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.

CRD#: 118994 / SEC#: 801-61051

RIA

Registered Investment Advisory firm - (4/12/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/4/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/18/1984

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 6/4/1983

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/18/1984

General Securities Principal Examination

Current Firm

THE PLANNING CENTER, INC.

THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.

CRD#: 118994 / SEC#: 801-61051

RIA

Registered Investment Advisory firm - (4/12/2002 Approved)

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Contact information

Main Address

1615 5th Avenue, Moline, IL 61265

Mailing Address

Phone number

(309) 797-4030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	3,335
AUM (Assets Under Management)	$ 1,186,883,573

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Nancy L. Blunck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

SENTRA SECURITIES CORPORATION

EQUIVEST SECURITIES CORPORATION

Primary Firm SEC Registration

THE PLANNING CENTER, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/4/1983

Series 7

Date: 2/18/1984

Series 22

Date: 6/4/1983

Series 24

Date: 9/18/1984

Current Firm

THE PLANNING CENTER, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE PLANNING CENTER, INC.

TRUST BUT VERIFY

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