← Tributary

THE PLANNING CENTER, INC.

MOLINE, IL · CRD 118994 · IAPD ↗ · 309-797-4030

$1.37BRegulatory AUM
12Advisory reps
28Employees
34Clients
More than 500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — THE PLANNING CENTER, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — THE PLANNING CENTER, INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
October 2024 — THE PLANNING CENTER, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2024 — THE PLANNING CENTER, INC. shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
February 2024 — THE PLANNING CENTER, INC. crossed $1B in regulatory AUM ($946.6M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.