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The Planning Center, Inc. logo

The Planning Center, Inc. Employee Directory

Financial ServicesIllinois, United States11-50 Employees

The Planning Center, Inc. is a financial planning firm based in Moline, Illinois, serving clients across different life stages. Its approach centers on creating a safe space for discussing money, offering objectivity amid market noise, and guiding clients through complex, interconnected planning strategies to simplify and organize their finances. The firm emphasizes personalized plans aligned with individual values and circumstances, aiming to build financial security and peace of mind through ongoing life and money conversations. Positioned within the financial services industry, The Planning Center combines research-backed philosophies in financial planning, investment management, and behavioral science to support client growth and decision-making, with a focus on long-term planning relationships rather than quick financial outcomes.

Find The Planning Center, Inc. employees' phone numbers or email addresses

The Planning Center, Inc. Global Highlights

Location
Employees

North America
47

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  • United States Of America
    47

The Planning Center, Inc.'s Leadership

  • Compliance Manager at The Planning Center, Inc.
    B. L.
    Compliance Manager
    Mobile Phone
  • Senior Financial Planner at The Planning Center, Inc.
    A. B.
    Senior Financial Planner
    Mobile Phone
  • Tax Advisor at The Planning Center, Inc.
    C. A.
    Tax Advisor
    Mobile Phone
  • Tax Advisor at The Planning Center, Inc.
    A. F.
    Tax Advisor
    Mobile Phone
  • Developer at The Planning Center, Inc.
    D. T.
    Developer
    Mobile Phone
  • Client Services Associate at The Planning Center, Inc.
    E. H.
    Client Services Associate
    Mobile Phone
  • Financial Planner at The Planning Center, Inc.
    F. P.
    Financial Planner
    Mobile Phone
  • Financial Planning Specialist at The Planning Center, Inc.
    F. K.
    Financial Planning Specialist
    Mobile Phone

The Planning Center, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Other
  • Administrative

Contact profiles from The Planning Center, Inc.

Name
Title
Contact
Location
Last Update
  • Compliance Manager at The Planning Center, Inc.
    B. L.
    Compliance Manager
    Mobile Phone
    Oct 17, 2024
  • Senior Financial Planner at The Planning Center, Inc.
    A. B.
    Senior Financial Planner
    Mobile Phone
    Oct 21, 2024
  • Tax Advisor at The Planning Center, Inc.
    C. A.
    Tax Advisor
    Mobile Phone
    Sep 15, 2026
  • Tax Advisor at The Planning Center, Inc.
    A. F.
    Tax Advisor
    Mobile Phone
    Sep 15, 2026
  • Developer at The Planning Center, Inc.
    D. T.
    Developer
    Mobile Phone
    Oct 23, 2024
  • Client Services Associate at The Planning Center, Inc.
    E. H.
    Client Services Associate
    Mobile Phone
    Oct 17, 2024
  • Financial Planner at The Planning Center, Inc.
    F. P.
    Financial Planner
    Mobile Phone
    Sep 30, 2025
  • Financial Planning Specialist at The Planning Center, Inc.
    F. K.
    Financial Planning Specialist
    Mobile Phone
    Apr 05, 2024
  • Financial Planning Specialist at The Planning Center, Inc.
    L. S.
    Financial Planning Specialist
    Mobile Phone
    Apr 08, 2026

Frequently Asked Questions

What is The Planning Center, Inc. known for?

Minus sign iconPlus sign iconThe Planning Center, Inc. was founded in 1998 and operates in the Financial Services industry. You can contact The Planning Center, Inc.'s main corporate office by phone at
+1-309-797-****
. Explore The Planning Center, Inc.'s company overview page for more information.

What is The Planning Center, Inc.'s most common email format?

Minus sign iconPlus sign iconThe Planning Center, Inc. employees' email format typically follows the pattern of First@theplanningcenter.com. Trying to find reliable and up-to-date employee contact data? Find more The Planning Center, Inc. email formats with LeadIQ.

How many employees does The Planning Center, Inc. have currently?

Minus sign iconPlus sign iconThe Planning Center, Inc. has approximately 26 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Planning Center, Inc.'s key employees and leadership?

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As of August 2026, The Planning Center, Inc.'s key employees include:

  • Compliance Manager: B. L.
  • Senior Financial Planner: A. B.
  • Tax Advisor: C. A.
  • Tax Advisor: A. F.
  • Developer: D. T.

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