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.
