Andrew C. Sivertsen
THE PLANNING CENTER
Moline, IL 61265
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CRD#: 5839836
Professional summary
Andrew Charles Sivertsen, CFP® is a registered financial advisor currently at THE PLANNING CENTER, INC. located in Moline, Illinois.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Andrew has worked at 2 firms and has passed the Series 65 exam.
Biography
I enjoy helping others live a great life. I meet with individuals and families one-on-one and guide them through life’s transitions as it relates to financial planning. Some of the areas in which I lead our team are in Social Security Optimization, Pension Analysis, and Investment Research. Every day I get to challenge my brain by doing in depth financial analyses, and I will never settle for hanging my hat on my last accomplishment. I am constantly raising the bar and setting new annual goals.
I excel at financial problem solving, which is why I pursued a degree in Finance from the University of Illinois. From there I went on to work for non-profit firms because my heart was in serving others and I could interact directly with people. During that time I found that a career in financial planning aligns perfectly with my skills in financial analysis and my passion for working with people. I joined The Planning Center in 2007 and obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2012.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Insurance Planning
Employee and Employer Plan Ben...
Social Security Planning
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Budgeting
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Corporate Executives
Investment Advice with Ongoing...
Retirement Planning & Distribu...
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 advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Charles 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: 2012
Experience
Current
November 22, 2010 - Present
THE PLANNING CENTER, INC.
Office #1: 1615 5th Avenue, Moline, IL 61265RIA
CRD#: 118994
Moline, IL
Past
November 22, 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(11/22/2010)
IAR
Iowa(11/22/2010)
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
(xxx) xxx-xxxx
