Brandon Plattner
- Role
- Fiduciary Money Manager Financial Advisor Financial Planner at Plattner Asset Management
- Location
- Peoria, IL, US
- LinkedIn followers
- 500 followers
About Brandon Plattner
Mr. Brandon Plattner, AAMS®, AIF®, AWMA®, CMFC®, CRPC®, CRPS®, RFC® Fiduciary Money…
Experience
Fiduciary Money Manager Financial Advisor Financial Planner
Jan 2010 — Present
Mr. Brandon Plattner, AAMS®, AIF®, AWMA®, CMFC®, CRPC®, CRPS®, RFC® Fiduciary Money Manager / Financial Advisor / Financial Planner 2001 W. Willow Knolls Drive Suite 201 A Peoria, IL 61614 Phone - 30••••••96 Fax - 30••••••15 B••••••@PlattnerAssetManagement.com 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 SEI - Securities Industry Essentials 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 Long Term Care Insurance 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.
Skills
- 401 K Rollovers
- Registered Investment Advisor
- Long Term Care
- Finra
- Insurance
- Retirement Planning
- Asset Managment
- Investments
- Long Term Care Insurance
- Tactical Asset Allocation
- Ira Rollovers
- Insurance Planning
- Securities
- Investment Strategies
- Portfolio Management
- Mutual Funds
- Financial Managment
- Personal Finance
- 401k
- Financial Planning
- Equity Management
- Roth Ira
- Financial Advisory
- 401k Rollovers
- Asset Allocation
- Rollovers
- Wealth Management
- Money Management
- Estate Planning
- Investment Management
- Ira's
- Wealth Accumulation
- Technical Analysis
- Accredited Investment Fiduciary
- Retirement
- Iras
- Finance
- Private Wealth Management
- Investment Advisory
- Wealth Management Services
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.