Michelle L. Maton

THE PLANNING CENTER

Chicago, IL 60654-3973

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CRD#: 4346722

Professional summary

Michelle Louise Maton, CFP® is a registered financial advisor currently at THE PLANNING CENTER, INC. located in Chicago, Illinois.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michelle has worked at 2 firms .

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Insurance Planning

Comprehensive Financial Planni...

Life Transitions

Investment Planning

Tax Planning

Estate Planning

Retirement Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

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.

Since July 2003, I have been a partial owner of Financial Planning Systems, LLC, a non investment related software development firm, located at 215 N Power Rd. #224 Mesa, AZ 85205. No time is devoted to this entity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Louise Maton'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: 1992

Experience

Current

September 16, 2015 - Present

THE PLANNING CENTER, INC.

Office #1: 303 W Erie St., Ste 311, Chicago, IL 60654-3973

RIA

CRD#: 118994

Chicago, IL

Past

May 5, 1998 - September 16, 2015

AEQUUS WEALTH MANAGEMENT RESOURCES, LLC

RIA

CRD#: 106563

CHICAGO, IL

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

Illinois
(9/16/2015)

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

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.

Contact information

(xxx) xxx-xxxx

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Michelle L. Maton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Louise Maton's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE PLANNING CENTER, INC.

AEQUUS WEALTH MANAGEMENT RESOURCES, LLC

Primary Firm SEC Registration

THE PLANNING CENTER, INC.

State Registrations and Notice Filings

Exams

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

Contact information

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