Matthew A. Sivertsen
THE PLANNING CENTER
Moline, IL 61265
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CRD#: 5455790
Professional summary
Matthew Allen Sivertsen, CFP® is a registered financial advisor currently at THE PLANNING CENTER, INC. located in Moline, Illinois.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 2 firms and has passed the Series 66 exam.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Debt Management
Retirement Planning
Investment Planning
Inheritance
Budgeting
Education Planning
Divorce Planning
Life Transitions
Estate Planning
What is your minimum asset requirement?
1
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.
THE PLANNING CENTER, INC. (CRD# 118994), A FEE ONLY RIA THAT OFFERS ACCOUNT MANAGEMENT AND FINANCIAL PLANNING FOR A FEE, AS SECRETARY AND LESS THAN 5% OWNER AS OF 01/2009. THE PLANNING CENTER, INC IS LOCATED AT 1701 RIVER DRIVE, SUITE 300 IN MOLINE, IL 61265. RESPONSIBILITIES INCLUDE CLIENT SERVICE, ACCOUNT TRADING AND MAINTENANCE AND BUSINESS PLANNING, REQUIRING APPROXIMATELY 150 HOURS EACH MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Allen Sivertsen's 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®
Start date: 2007
Experience
Current
June 24, 2010 - Present
THE PLANNING CENTER, INC.
Office #1: 1615 5th Avenue, Moline, IL 61265RIA
CRD#: 118994
Moline, IL
Past
August 13, 2010 - September 4, 2014
THE PLANNING CENTER ADVISORS, INC.
RIA
CRD#: 154179
MOLINE, 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(6/24/2010)
IAR
Iowa(6/24/2010)
IAR
Texas(8/16/2011)
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)Upgrade to AdvisorCheck Premium
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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
26
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,335 |
| AUM (Assets Under Management) | $ 1,186,883,573 |
Red Flags
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Company Information
THE PLANNING CENTER, INC.
CRD#: 118994Moline, IL 61265TRUST BUT VERIFY
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Contact information
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