Andrew Sivertsen is a CFP-designated registered investment advisor at The Planning Center, INC., based in Moline, IL, with 15 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Estate Planning, and 6 more. Their firm serves 923 clients with $1.2B in assets under management.
Compensation
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Average Client Portfolio
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Fee Structure
The Planning Center's Capstone Wealth Program™ charges an annual fee based on a percentage of your net worth and adjusted gross income. The fee is determined when you sign an agreement and won't change if your net worth or income fluctuates. Fees are payable quarterly in advance and rounded to the nearest $250. There is a $7,500 minimum annual fee.
Contact
Andrew Sivertsen
Location
1615 5th Avenue, Moline, IL, 61265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Planning Center, INC.
Previous Registrations
The Planning Center Advisors, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I enjoy helping others live a great life. I meet with individuals and families one-on-one and guide them through life’s transitions as it relates to financial planning. Some of the areas in which I lead our team are in Social Security Optimization, Pension Analysis, and Investment Research. Every day I get to challenge my brain by doing in depth financial analyses, and I will never settle for hanging my hat on my last accomplishment. I am constantly raising the bar and setting new annual goals.