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The Planning Center
The Planning Center, Inc. is an SEC-registered investment adviser in Moline, IL, registered since 2002. The firm manages $1.4 billion in assets, with $1.3...
The Planning Center
The Planning Center, Inc. is an SEC-registered investment adviser in Moline, IL, registered since 2002. The firm manages $1.4 billion in assets, with $1.3 billion on a discretionary basis. It has 28 employees and 12 investment advisers.
General information
Firm type
Asset Manager
Year founded
1999
Location
Region
North America
Country
United States
City
Moline
Corporate office
Chicago, IL, United States
Principals
Daniel S. Kresh
President
Michael H. Kresh
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at The Planning Center?
President Daniel S. Kresh, a CFP® professional, leads the firm's advisory operations. Investment strategy is implemented by the firm's planning team using model portfolios built from institutional mutual funds, ETFs and individual bonds. The firm does not employ a separate chief investment officer; portfolio decisions flow from the financial plans developed for each client.
Does the firm participate in alternative investments or direct deals?
The firm's investment approach centers on publicly traded securities — mutual funds, ETFs and individual bonds — rather than private equity, venture capital or direct co-investments. Its client base and fiduciary structure point toward liquid, transparent portfolios. There is no public record of the firm marketing alternative investment access to clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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