Operations Manager, Shareholder · The Planning Center, Inc.
Matthew J. Mercer
CRD 7526497 · 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 Matthew J. Mercer on its Form ADV as Operations Manager, Shareholder.
Firms and roles
- The Planning Center, Inc.Operations Manager, ShareholderWealth manager · Moline, IL · $1.4B in regulatory assets
AtlasMembers
Matthew’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
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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)
- Eric H. KiesCEO, President, Shareholder, The Planning Center, Inc.
- Matthew A. SivertsenVice President, Shareholder, The Planning Center, Inc.
- Andrew C. SivertsenSecretary, Shareholder, The Planning Center, Inc.
- Joseph J. SessionsShareholder, The Planning Center, Inc.
- Michelle L. MatonTreasurer, Shareholder, The Planning Center, Inc.
6 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.