Matthew Allen Sivertsen
Investment adviser representative at The Planning Center, Inc.
23 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you Matthew Allen Sivertsen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- The Planning Center, Inc.Apr 2003 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (IA, IL, TX).
The Planning Center, Inc.
$1.4BAssets managed
912Clients
10Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5455790
- Firm CRD
- 118994