Advisors at this firm
Caraline S
CFP®
Moline, IL
The Planning Center, Inc.
Caraline Stenslik is a CFP® professional with experience at several advisory firms, including Cerity Partners, Gresham Partners, and United Capital Financial Advisers. She is currently with The Planning Center, Inc. and has been in the industry since 2014. The Planning Center, Inc. provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, and small businesses. The firm uses a personalized planning approach and implements portfolios using mutual funds, ETFs, model portfolios, and separately managed accounts, managing assets on both a discretionary and non-discretionary basis.
Matthew S
CFP®, Series 66
Moline, IL
The Planning Center, Inc.
Matthew Sivertsen is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with The Planning Center, Inc. since 2003, where he serves as secretary and is a minority owner. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm offers personalized financial planning and investment management using mutual funds, ETFs, model portfolios, and separately managed accounts, with a multi-office presence and proprietary cash-management software licensed to other advisers.
Michelle M
CFP®
Moline, IL
The Planning Center, Inc.
Michelle Maton is a CFP® professional with 27 years of experience in financial planning. She has been with The Planning Center, Inc. since 2015. Outside of her advisory role, she is a partial owner of Financial Planning Systems, LLC, a software development firm unrelated to investment services. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm focuses on personalized financial planning and offers portfolio management using mutual funds, ETFs, model portfolios, and separately managed accounts.
Andrew S
CFP®, Series 65
Moline, IL
The Planning Center, Inc.
Andrew Sivertsen is a CFP® and Series 65-registered financial advisor with The Planning Center, Inc. in Moline, IL, where he has worked since 2010. He has 15 years of industry experience. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses through personalized financial planning and investment management. The firm employs a multi-office structure and uses a range of investment vehicles guided by modern portfolio theory, offering discretionary and non-discretionary account management.
Matthew K
CFP®, Series 65
Moline, IL
The Planning Center, Inc.
Matthew Knoll is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with The Planning Center, Inc. since 2013. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses through comprehensive financial planning and investment management. The firm uses a personalized planning process and employs diversified portfolios based on modern portfolio theory, managing accounts on both discretionary and non-discretionary bases across multiple offices.
Michael B
CFP®, Series 63
St. Louis Park, MN
The Planning Center, Inc.
Michael Branham is a CFP® professional with 12 years of industry experience. He has been with The Planning Center, Inc. since 2015. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm emphasizes personalized financial planning and implements portfolios using a range of investment vehicles informed by modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.
Joseph S
CFP®, Series 63, Series 65
St. Louis Park, MN
The Planning Center, Inc.
Joseph Sessions is a CFP® professional with 11 years of industry experience, currently serving as an advisor at The Planning Center, Inc. in St. Louis Park, MN, where he has worked since 2014. He holds Series 63 and Series 65 licenses. The Planning Center, Inc. provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, and small businesses. The firm uses a personalized planning approach and implements portfolios with mutual funds, ETFs, model portfolios, and separately managed accounts, applying modern portfolio theory across seven offices.
Eric K
CFP®, Series 66
Moline, IL
The Planning Center, Inc.
Eric Kies is a CFP® with 26 years of industry experience and has been with The Planning Center, Inc. in Moline, IL since 2004. He holds the Series 66 designation and is part of a team of 10 advisors at the firm. The Planning Center, Inc. provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, and small businesses. The firm emphasizes personalized planning with ongoing client meetings and implements portfolios using mutual funds, ETFs, model portfolios, and separately managed accounts based on modern portfolio theory.
Hank B
CFP®, Series 63
New Orleans, LA
The Planning Center, Inc.
Hank Boudreaux is a CFP® with 22 years of industry experience, currently serving as an advisor at The Planning Center, Inc. since 2017. Prior to this, he worked at Upperline Financial Planning, LLC for seven years. The Planning Center, Inc. is a fee-only advisory firm that offers financial planning and investment services to individuals, retirement plans, trusts, and small businesses. The firm uses a personalized approach with multiple meetings and regular follow-ups, implementing portfolios based on modern portfolio theory through various investment vehicles.
