What departments does The Planning Center, Inc. have?

The Planning Center, Inc. has employees across 4 departments including Operations, Finance, Analytics, Engineering.

What is the largest department at The Planning Center, Inc.?

The largest department at The Planning Center, Inc. is Finance with 8 employees.

Where are The Planning Center, Inc. employees located globally?

The Planning Center, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has The Planning Center, Inc.'s team size changed over time?

The Planning Center, Inc.'s team has remained stable from approximately 24 to 24 employees based on available data.

The Planning Center, Inc. Employee Directory

Financial ServicesIllinois, United States11-50 Employees

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Mission:
• A safe environment for you to talk about money
 • A filter against the noise and chaos of the financial markets
 • Direction and implementation of complex, inter-related planning strategies
 • Objectivity and perspective regarding your situation
 • A guide in helping you create choices and making decisions
 • Simplification and organization of your financial life

Company Overview:
The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client’s financial plan according to your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind.

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

The Planning Center, Inc. Global Highlights

North America
46

United States Of America
46

The Planning Center, Inc.'s Leadership

M. M.
Chief Operating Officer
Mobile Phone
Email
E. K.
President
Mobile Phone
Email
J. B.
Partner And Senior Financial Planner
Mobile Phone
Email
B. L.
Compliance Manager
Mobile Phone
Email
N. C.
Client Relationship Manager
Mobile Phone
Email
H. J. B.
Shareholder And Senior Financial Planner
Mobile Phone
Email
M. B.
Shareholder, Sr. Financial Planner
Mobile Phone
Email
J. D.
Sr. Financial Planning Analyst
Mobile Phone
Email

The Planning Center, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Accounting
Administrative
Other

Contact profiles from The Planning Center, Inc.

Name

Title

Contact Info

Location

Last Update

L. D.
Senior Tax Analyst
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
C. A.
Tax Advisor
Mobile Phone
Email
Apr 08, 2026
A. F.
Tax Advisor
Mobile Phone
Email
Apr 08, 2026
D. T.
Developer
Mobile Phone
Email
Oct 23, 2024
E. H.
Client Services Associate
Mobile Phone
Email
Oct 17, 2024
F. P.
Financial Planner
Mobile Phone
Email
Sep 30, 2025
F. K.
Financial Planning Specialist
Mobile Phone
Email
Apr 05, 2024
K. V.
Financial Planning Specialist
Mobile Phone
Email
United StatesMinnesota
Apr 05, 2024
L. S.
Financial Planning Specialist
Mobile Phone
Email
Apr 08, 2026
R. B.
Advisor
Mobile Phone
Email
UNITED STATES
Jul 09, 2024

Frequently Asked Questions

What is The Planning Center, Inc. known for?

The Planning Center, Inc. was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 1615 5th Avenue Moline, Illinois 61265 United States; you can contact the 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?

The Planning Center, Inc. employees' email format typically follows the pattern of . 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?

The Planning Center, Inc. has approximately 25 employees as of April 2026. These team members are located across 1 continents, including North America.

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

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

Chief Operating Officer: M. M.
President: E. K.
Partner And Senior Financial Planner: J. B.
Compliance Manager: B. L.
Client Relationship Manager: N. C.

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