Plattner Asset Management

Mr. Brandon Plattner Financial Solutions is a well-established financial services firm dedicated to providing fiduciary money management for serious investors. As a firm, we prioritize our clients' interests above all else, offering unbiased financial advice and portfolio management services. With a strong commitment to transparency, integrity, and professionalism, we aim to help our clients make informed decisions regarding their financial future.

Our team is led by Mr. Brandon Plattner, who holds several prestigious financial certifications, including AAMS, AIF, AWMA, CMFC, CRPC, CRPS, and RFC. These certifications demonstrate his expertise and dedication to offering the highest level of service and advice in the industry. As a firm, we maintain various professional licenses, allowing us to provide a wide range of financial services and solutions.

Our office is located at 2001 W. Willow Knolls Drive Suite 201 A, Peoria, IL 61614. We can be reached by phone at 309-966-0996, by fax at 309-966-0415, or via email at Brandon@PlattnerAssetManagement.com.

Our Services

At Mr. Brandon Plattner Financial Solutions, we offer a comprehensive suite of financial services designed to meet the diverse needs of our clients. Our services include:

1. Portfolio Management: Our firm specializes in providing fiduciary discretionary money management for individual, joint, and trust investment accounts. Our goal is to help clients preserve and grow their wealth through carefully constructed and continuously monitored investment portfolios.

2. Retirement Accounts: We assist clients with the establishment and management of various retirement accounts, including Traditional IRAs, Roth IRAs, Roth IRA conversions, Inherited IRAs, and 401K, 403B, and 457 transfers to IRAs. We also help clients navigate UGMA/UTMA accounts, ensuring a smooth transition of assets to the next generation.

3. Risk Management: Our firm offers life, disability, and long-term care insurance solutions to help clients protect their financial well-being and that of their loved ones in the face of unforeseen circumstances.

4. Financial Planning: We provide personalized financial planning services, focusing on model asset allocation portfolios and account consolidations. In addition, we offer referrals to CPAs and attorneys for further specialized advice.

5. Ongoing Monitoring and Reporting: We continuously monitor market risks and provide annual portfolio rebalancing to ensure our clients' investments remain aligned with their financial goals. We also offer bi-monthly newsletters and videos, as well as face-to-face or virtual annual portfolio reviews.

Professional Licenses and Affiliations

Our team at Mr. Brandon Plattner Financial Solutions maintains several professional licenses and certifications, ensuring we are well-equipped to handle the diverse financial needs of our clients. These include:

• Accredited Asset Management Specialist (AAMS)
• Accredited Investment Fiduciary (AIF)
• Accredited Wealth Management Advisor (AWMA)
• Chartered Mutual Fund Counselor (CMFC)
• Chartered Retirement Planning Counselor (CRPC)
• Chartered Retirement Plans Specialist (CRPS)
• Registered Financial Consultant (RFC)

In addition, we hold various securities industry licenses, such as Series 3, 4, 7, 9, 10, 24, 31, 63, and 65, which enable us to offer a wide range of financial services and products. We are also proud to be an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, and a Registered Representative with Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.