THE PLANNING CENTER, INC.
CRD #118994 SEC #801-61051 MOLINE, IL 309-797-4030
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
26
Clients
--
Accounts
3,335
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 29, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Amy, Tessmer, Elizabeth | I | CHIEF FINANCIAL OFFICER | NA | |
| Amy, Tessmer, Elizabeth | I | CHIEF FINANCIAL OFFICER | NA | |
| Amy, Tessmer, Elizabeth | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | |
| Amy, Tessmer, Elizabeth | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | |
| Amy, Tessmer, Elizabeth | I | CHIEF FINANCIAL OFFICER | NA | |
| Amy, Tessmer, Elizabeth | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | |
| Amy, Tessmer, Elizabeth | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | |
| Amy, Tessmer, Elizabeth | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | NA | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | NA | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | NA | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | NA | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | NA | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | NA | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | NA | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | NA | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | NA | |
| LEE, BRETT, JOSEPH | I | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | NA | Control |
| LEE, BRETT, JOSEPH | I | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | NA | Control |
| LEE, BRETT, JOSEPH | I | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | NA | Control |
| LEE, BRETT, JOSEPH | I | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | NA | Control |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER | NA | Control |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER | NA | Control |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER | NA | Control |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER | NA | Control |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRE, SUSAN, JOYCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, OWNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, OWNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, OWNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, OWNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, OWNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | NA | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | NA | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | NA | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | NA | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | NA | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | NA | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | NA | |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| TESSMER, AMY, ELIZABETH | I | CHIEF FINANCIAL OFFICER, SHAREHOLDER | NA | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | E | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | D | Control |
| KURTZ, MARTIN, FLOYD | I | OWNER | C | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | C | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | C | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | C | Control |
| KURTZ, MARTIN, FLOYD | I | PRESIDENT | C | Control |
| KURTZ, MARTIN, FLOYD | I | OWNER | C | Control |
| KURTZ, MARTIN, FLOYD | I | OWNER | C | Control |
| KURTZ, MARTIN, FLOYD | I | OWNER | C | Control |
| KURTZ, MARTIN, FLOYD | I | OWNER | C | Control |
| KURTZ, MARTIN, FLOYD | I | PARTNER, CEO | C | Control |
| KURTZ, MARTIN, FLOYD | I | OWNER | C | Control |
| KURTZ, MARTIN, FLOYD | I | PARTNER, CEO | C | Control |
| KURTZ, MARTIN, FLOYD | I | PARTNER, CEO | C | Control |
| KURTZ, MARTIN, FLOYD | I | PARTNER, CEO | C | Control |
| KURTZ, MARTIN, FLOYD | I | PARTNER, CEO | C | Control |
| KURTZ, MARTIN, FLOYD | I | PARTNER, CEO | C | Control |
| KURTZ, MARTIN, FLOYD | I | PARTNER, CEO | C | Control |
| KURTZ, MARTIN, FLOYD | I | PARTNER, CEO | C | Control |
| KURTZ, MARTIN, FLOYD | I | PARTNER, CEO | C | Control |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| KIES, ERIC, HAMILTON | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | B | Control |
| KIES, ERIC, HAMILTON | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | B | Control |
| KIES, ERIC, HAMILTON | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | B | Control |
| KIES, ERIC, HAMILTON | I | VICE PRESIDENT | B | |
| KIES, ERIC, HAMILTON | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | B | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, SHAREHOLDER | B | Control |
| KIES, ERIC, HAMILTON | I | CEO, PRESIDENT, SHAREHOLDER | B | Control |
| LONGSTAFF, JOHN, SCOTT | I | OWNER | B | |
| LONGSTAFF, JOHN, SCOTT | I | OWNER | B | |
| LONGSTAFF, JOHN, SCOTT | I | OWNER | B | |
| LONGSTAFF, JOHN, SCOTT | I | OWNER | B | |
| MATON, CICILY, CARSON | I | OWNER | B | |
| MATON, CICILY, CARSON | I | OWNER | B | |
| MATON, CICILY, CARSON | I | OWNER | B | |
| MATON, CICILY, CARSON | I | OWNER | B | |
| MATON, CICILY, CARSON | I | OWNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | OWNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | SHAREHOLDER | B | |
| MATON, CICILY, CARSON | I | SHAREHOLDER | B | |
| MATON, CICILY, CARSON | I | PARTNER | B | |
| MATON, CICILY, CARSON | I | SHAREHOLDER | B | |
| MATON, CICILY, CARSON | I | SHAREHOLDER | B | |
| MATON, CICILY, CARSON | I | SHAREHOLDER | B | |
| MATON, MICHELLE, LOUISE | I | TREASURER, OWNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, OWNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, OWNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, OWNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, OWNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, OWNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, PARTNER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| MATON, MICHELLE, LOUISE | I | TREASURER, SHAREHOLDER | B | Control |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | B | |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, OWNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | B | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | B | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | B | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | B | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | B | |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, OWNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, OWNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, OWNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, OWNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, OWNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, PARTNER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | VICE PRESIDENT, SHAREHOLDER | B | Control |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | A | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | A | |
| BOUDREAUX, HANK, JUDE | I | PARTNER | A | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | A | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | A | |
| BOUDREAUX, HANK, JUDE | I | SHAREHOLDER | A | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | A | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | A | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | A | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | A | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | A | |
| BRANHAM, MICHAEL, ANTHONY | I | PARTNER | A | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | A | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | A | |
| BRANHAM, MICHAEL, ANTHONY | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| Baner, Robert, Martin | I | SHAREHOLDER | A | |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | A | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | A | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | A | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | A | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | A | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | A | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | A | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | A | Control |
| KIES, ERIC, HAMILTON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER | A | Control |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| KNOLL, MATTHEW, THOMAS | I | SHAREHOLDER | A | |
| LONGSTAFF, JOHN, SCOTT | I | OWNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | OWNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | OWNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | OWNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | OWNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | OWNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| LONGSTAFF, JOHN, SCOTT | I | PARTNER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| Mercer, Matthew, Joseph | I | OPERATIONS MANAGER, SHAREHOLDER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | OWNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | OWNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | OWNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | OWNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | OWNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | OWNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | OWNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | OWNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | OWNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | OWNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | PARTNER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | A | |
| SESSIONS, JOSEPH, JEFFRY | I | SHAREHOLDER | A | |
| SIVERTSEN, ANDREW, CHARLES | I | VICE PRESIDENT | A | |
| SIVERTSEN, ANDREW, CHARLES | I | VICE PRESIDENT | A | |
| SIVERTSEN, ANDREW, CHARLES | I | VICE PRESIDENT | A | |
| SIVERTSEN, ANDREW, CHARLES | I | VICE PRESIDENT | A | |
| SIVERTSEN, ANDREW, CHARLES | I | VICE PRESIDENT | A | |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | A | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | A | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | A | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | A | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | A | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, PARTNER | A | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | A | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | A | Control |
| SIVERTSEN, ANDREW, CHARLES | I | SECRETARY, SHAREHOLDER | A | Control |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | A | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | A | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | A | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | A | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | A | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | A | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | A | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | A | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | A | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | A | |
| SIVERTSEN, MATTHEW, ALLEN | I | TREASURER | A |
Registrations
Federal
IA
Oct 29, 2025 REGISTERED
Notice Filings (26)
AK AZ CA CO FL IA IL IN LA MA MD MN MO NC NE NH NY OK OR PA SC TX UT VA WA WI
Address
1615 5TH AVENUEMOLINE, IL 61265
United States
Phone: 309-797-4030