Hank J. Boudreaux

THE PLANNING CENTER

New Orleans, LA 70130

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CRD#: 4274831

Professional summary

Hank Jude Boudreaux, CFP®, who also goes by Jude Hank Boudreaux, is a registered financial advisor currently at THE PLANNING CENTER, INC. located in New Orleans, Louisiana.

Hank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Hank has worked at 6 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jude Hank Boudreaux

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) - RIA

Click below to view Hank Jude Boudreaux's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

September 8, 2017 - Present

THE PLANNING CENTER, INC.

Office #1: 2727 Prytania Street Suite 1521b, New Orleans, LA 70130

RIA

CRD#: 118994

New Orleans, LA

Past

November 24, 2010 - October 10, 2017

UPPERLINE FINANCIAL PLANNING, LLC

RIA

CRD#: 155219

NEW ORLEANS, LA

Past

December 16, 2009 - September 20, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

NEW ORLEANS, LA

Past

December 16, 2009 - September 20, 2010

LPL FINANCIAL LLC

CRD#: 6413

NEW ORLEANS, LA

Past

May 9, 2006 - December 22, 2009

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

NEW ORLEANS, LA

Past

May 3, 2006 - December 22, 2009

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

NEW ORLEANS, LA

Past

May 23, 2002 - July 11, 2005

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

NEW ORLEANS, LA

Past

June 6, 2001 - July 11, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

October 3, 2000 - February 7, 2001

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(9/8/2017)

IAR

Texas
(9/8/2017)

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: 10/9/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/27/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/2/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/29/2001

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

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Hank J. Boudreaux

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hank Jude Boudreaux's CRS (Customer Relationship Summary).

Certified licenses

Experience

UPPERLINE FINANCIAL PLANNING, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

JANUS HENDERSON DISTRIBUTORS US LLC

Primary Firm SEC Registration

THE PLANNING CENTER, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/9/2000

Series 7

Date: 6/27/2001

Series 6

Date: 10/2/2000

Series 24

Date: 6/29/2001

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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