Heart of Financial Planning Award Winners Named
Marty Kurtz, CFP® and Michael Branham, CFP® awarded the 2017 Heart of Financial Planning Award for their commitment to the profession by the Financial Planning Association. by Karen Demasters of Financial Advisor Magazine September 15, 2017 The Financial Planning Association is honoring four financial professionals with the 2017 Heart of Financial Planning Award for their commitment […]
10 Young Advisors To Watch
Andrew Sivertsen, CFP® Named One of FA Magazine’s 10 Young Advisors To Watch May 1, 2017 – FA Magazine recently named Andrew Sivertsen, CFP® as one of its 10 Young Advisors To Watch. Author Eric Rasmussen explains how young advisors are changing their advice and compensation to meet the needs of the millennial client. He […]
Welcome to My World
By Andrew Sivertsen On August 30, 2016, my wife, Amy, and I welcomed our new baby daughter Virginia “Ginny” Jeanne Sivertsen into the world. Both the names Virginia and Jeanne came from our respective grandparents. Ginny weighed in at eight pounds and eight ounces and measured in at 19.5 inches long. I was at the […]
New FAFSA Application Timeline
What has changed? If you or your child/grandchild will be attending college in the 2017-2018 school year or subsequent years, then you should be aware of a recent change to the timeline for the Free Application for Federal Student Aid (FAFSA). FAFSA filing season now opens up three months earlier starting October 1st rather than January […]
InvestmentNews’ 40 Under 40
Andrew Sivertsen, CFP® Named One of InvestmentNews’ 40 Under 40 Moline, IL — June 27, 2016 — InvestmentNews recently named Andrew Sivertsen, CFP® as one of its 2016 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, Andrew was chosen from more than 800 nominations. “I’ve enjoyed being a part of […]
The Top CFP Holders Under 36
Congratulations to our own Andrew Sivertsen, CFP® for being named to this prestigious list of young planners! The industry continues to struggle to attract young, talented advisors, especially on the independent side. But the FAs here, who all carry the CFP designation, are the exception. These up-and-coming advisors have built solid practices from a young […]
TPC In The News – 2015 Highlights
Here is an archive of our top media hits in 2015. November 2015: Networth and Income Based Retainers xyplanningnetwork.com – A podcast featuring Andrew Sivertsen, CFP® sharing with advisors about the structure and rational of NWI retainers. October 2015: FPA NexGen Finds Success in Boston, Looks Forward to Gathering fpa-be.org – Andrew Sivertsen, CFP® interviewed about the […]
Net Worth and Income-Based Retainers from The Planning Center
A podcast featuring Andrew Sivertsen, CFP® sharing with advisors about the structure and rational of NWI retainers. #XYPNRadio welcomes Andrew Sivertsen to the podcast this week. Andrew is a financial planner, a partner at The Planning Center, and the current chair and past president of NextGen. His firm has led the way in providing innovative […]
TPC In The News – 2014 Highlights
Take a look back at The Planning Center’s top media hits from 2014. October 2014: 10 Best: Ways to save money USAToday.com – Marty Kurtz, CFP® interviewed about ways to save money. September 2014: Potent Tool: Cash Flow Management Financial-Planning.com – Andrew Sivertsen, CFP® and Marty Kurtz, CFP® quoted from presentation to financial planners. September 2014: Could this […]
