Eric
Kies

The Planning Center, Inc

CRD#4056054
Investment Advisor
in Moline, IL

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About this Advisor

Eric Kies is a certified financial planner based in Moline, Illinois with 19 years of relevant experience. Kies is an advisor for The Planning Center, Inc. Throughout their career, Kies has worked at The Planning Center, Inc and The Planning Center Advisors, Inc. Kies holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois, Iowa and Texas. The Planning Center, Inc is an advisory business that has its headquarters in Moline, IL. The investment advisory business has offices in seven locations and a total of 25 people on staff. It manages $947 million in total assets across its 3,216 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 3,216 client accounts, 33% belong to high-net-worth investors who have more than $1 million in assets. The Planning Center, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees charged by financial advisors usually are based on the services. Fees charged by The Planning Center, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1615 5Th Avenue
Moline, IL 61265

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The Planning Center, Inc Brokerage Details

Total Assets Under Management

$946,597,059

IL Average: $6,674,516,078
Total Number of Employees

25

IL Average: 44
Total Number of Accounts

3,216

IL Average: 2,564
Average Account Size

$294,340

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Eric Kies Work History

Eric has been registered as a financial advisor for 19 years.*

2004 - Present (20 years)

The Planning Center, Inc

2010 - 2014 (4 years)

The Planning Center Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Kies to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Planning Center, Inc

Andrew Baxley
Moline, IL
Matthew Knoll
Moline, IL
Andrew Sivertsen
Moline, IL
Hank Boudreaux
Moline, IL
Eric Kies
Moline, IL
Joseph Sessions
Moline, IL
Michael Branham
Moline, IL
Matthew Sivertsen
Moline, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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