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Secretary, Shareholder · The Planning Center, Inc.

Andrew C. Sivertsen

CRD 5839836 · Named on Form ADV at one SEC-registered adviser

At a glance

The Planning Center, Inc., an SEC-registered wealth manager based in Moline, IL with $1.4 billion in regulatory assets, lists Andrew C. Sivertsen on its Form ADV as Secretary, Shareholder.

Firms and roles

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Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Andrew on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.