Plattner Asset Management

Plattner Asset Management Fiduciary Money Management for Serious Investors

www.PlattnerAssetManagement.com

This page is managed by Plattner Asset Management. Mr.

Brandon Plattner, AAMS®, AIF®, AWMA®, CMFC®, CRPC®, CRPS®, RFC®
Fiduciary Money Manager / Investment Advisor / Financial Planner

2001 W Willow Knolls Dr, Ste 201A, Peoria, Illinois 61614

Full-Service Investment Management Firm. What We Offer -
Fiduciary Discretionary Money Management
Individual, Joint and Trust Investment Accounts
Traditional IRAs
Roth IRAs
Roth IRA Conversions
SEP IRAs
SIMPLE I

RAs
Inherited IRAs
401K Transfers
UGMA/UTMA Accounts
Life Insurance
Disability Insurance
Long-Term Care Insurance
Financial Planning
Model Asset Allocation Portfolios
Account Consolidations
Referrals to CPAs and Attorneys
Ongoing Monitoring of Market Risk
Annual Portfolio Rebalancing
Quarterly Newsletter and Video
Face to Face Annual Portfolio Reviews

Mr. Brandon Plattner, AAMS®, AIF®, AWMA®, CMFC®, CRPC®, CRPS®, RFC®
Fiduciary Money Manager / Fiduciary Investment Advisor / Fiduciary Financial Planner

Plattner Asset Management
Meetings are conducted by appointment only. Phone - 309-966-0996
Fax - 309-966-0415

www.PlattnerAssetManagement.com
[email protected]

Professional Licenses -
AAMS® - Accredited Asset Management Specialist
AIF® - Accredited Investment Fiduciary
AWMA® - Accredited Wealth Management Advisor
CMFC® - Chartered Mutual Fund Counselor
CRPC® - Chartered Retirement Planning Counselor
CRPS® - Chartered Retirement Plans Specialist
RFC® - Registered Financial Consultant
Series 3 - National Commodity Futures
Series 4 - Registered Options Principal
Series 7 - General Securities Representative
Series 9 - General Securities Sales Supervisor, Options
Series 10 - General Securities Sales Supervisor
Series 24 - General Securities Principal
Series 31 - Futures Managed Funds
Series 63 - Uniform Securities Agent State Law
Series 65 - Uniform Investment Adviser Law
State of Illinois Life Insurance
State of Illinois Health Insurance
State of Illinois Variable Contracts Insurance

Plattner Asset Management
Meetings are conducted by appointment only. Brandon Plattner, AAMS®, AIF®, AWMA®, CMFC®, CRPC®, CRPS®, RFC®
Fiduciary Money Manager / Investment Advisor / Financial Planner

2001 W Willow Knolls Dr, Ste 201A, Peoria, Illinois 61614

Plattner Asset Management and Cambridge are not responsible for the content or technology of the site you will be linking to. Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge and Plattner Asset Management are not affiliated. Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

When it comes to money, misinformation can be just as harmful as inaction. Many people make decisions based on common my...
08/31/2026

When it comes to money, misinformation can be just as harmful as inaction. Many people make decisions based on common myths that can limit long-term progress.

Here are a few to watch for:

Myth 1: You Need a Lot of Money to Start Investing
Waiting until you have a large amount saved can delay progress. Starting early, even with smaller contributions, allows time and consistency to work in your favor.

Myth 2: More Risk Always Means Better Returns
While taking on risk is part of investing, more is not always better. A thoughtful strategy balances growth potential with your comfort level and long-term goals.

Myth 3: I Can Save More Later to Catch Up
It is easy to push saving into the future, but time is one of your greatest advantages. The earlier you begin, the more opportunity your money has to grow.

Myth 4: I Do Not Need a Plan If Things Are Going Well
A strong financial plan is not just for tough times. It helps guide decisions during periods of growth and keeps you aligned when markets shift.

Myth 5: Financial Planning Is Only for Certain Income Levels
Financial planning can be valuable at every stage. Building good habits early often makes a meaningful difference over time.

Challenging these myths can help you make more informed, confident decisions about your financial future.

Becoming an empty nester can change more than your household routine. It can also change your budget.With kids out of th...
08/29/2026

Becoming an empty nester can change more than your household routine. It can also change your budget.

With kids out of the house, some expenses may go down, while others may shift toward travel, home projects, retirement savings, or supporting adult children in new ways.

This can be a good time to reassess where your money is going and make sure your cash flow still supports your goals.

Something to keep in mind.
08/27/2026

Something to keep in mind.

Today's inspiration.
08/16/2026

Today's inspiration.

A simple reminder.
08/15/2026

A simple reminder.

Quick question: when was the last time you looked at your will?If the honest answer is "never" or "years ago," you're no...
08/15/2026

Quick question: when was the last time you looked at your will?

If the honest answer is "never" or "years ago," you're not alone.

August is National Make-a-Will Month, and it's a good nudge to make sure your plan reflects your life today, your family, and your goals. A few minutes now can save your loved ones a lot of guesswork later.

Reach out to us today if you'd like some guidance.

It may feel early, but August is an ideal time to begin thinking about year-end financial planning. Starting now gives y...
08/13/2026

It may feel early, but August is an ideal time to begin thinking about year-end financial planning. Starting now gives you the advantage of time. Instead of rushing decisions in November or December, you can take a more thoughtful and strategic approach.

Planning now can help reduce stress and improve outcomes. It also allows you to be more proactive rather than reactive when it comes to your financial strategy. If you have not reviewed your financial plan recently, this is a great time to start. Schedule a check-in to make sure you are positioned well before year-end approaches.

For business owners, estate planning goes beyond personal assets. It includes the future of everything you’ve built.A th...
08/05/2026

For business owners, estate planning goes beyond personal assets. It includes the future of everything you’ve built.

A thoughtful estate plan can help:
• Ensure a smooth ownership transition
• Protect your business’s value
• Provide clarity for family, partners, and key employees

Without a plan in place, even a successful business can face unnecessary challenges during a transition.

If you haven’t reviewed how your business fits into your estate plan, now may be a good time to take a closer look.

Daily inspiration.
08/03/2026

Daily inspiration.

Address

Peoria, IL

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

Telephone

+13099660996

Website

Alerts

Be the first to know and let us send you an email when Plattner Asset Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Plattner Asset Management:

Shortcuts

Share

Category