Caraline Maureen Stenslik
Investment adviser representative at The Planning Center, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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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
12 years in the industry.
- The Planning Center, Inc.Apr 2025 to now
- Gresham PartnersMay 2023 to Apr 2025
- Cerity PartnersAug 2017 to May 2023
- United Capital Financial AdvisersApr 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8201476
- Firm CRD
- 118994