The Planning Center Inc
Legal Name: THE PLANNING CENTER, INC.
Other Info
THE PLANNING CENTER, INC. is an Illinois-based corporation that offers advisory services to 177 clients. With a staff of 20, out of which 14 are in advisory roles, the company's SEC status is Approved, having been registered since April 2002.
Fee-Only Financial Planning Firm - Investment Planning Services
The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most importantly, peace of mind. Give us a call at 888-333-6986.
New Orleans Fee-Only Financial Planners | The Planning Center
Previously Upperline Financial, The Planning Center in New Orleans, Louisiana is a fee-only financial planning firm. Learn more about our unique approach.
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Direct Owners
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ANDREW CHARLES SIVERTSEN
SECRETARY, PARTNER owns less than 5%
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CICILY CARSON MATON
PARTNER owns more than 10% but less than 25%
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ERIC HAMILTON KIES
PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER owns more than 5% but less than 10%
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HANK JUDE BOUDREAUX
PARTNER owns more than 5% but less than 10%
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JOHN SCOTT LONGSTAFF
PARTNER owns more than 5% but less than 10%
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JOSEPH JEFFRY SESSIONS
PARTNER owns more than 5% but less than 10%
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MARTIN FLOYD KURTZ
PARTNER, CEO owns more than 25% but less than 50%
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MATTHEW ALLEN SIVERTSEN
VICE PRESIDENT, PARTNER owns more than 10% but less than 25%
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MICHAEL ANTHONY BRANHAM
PARTNER owns less than 5%
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MICHELLE LOUISE MATON
TREASURER, PARTNER owns more than 10% but less than 25%