Fiduciary Money Management for Serious Investors

 
 
Contact Us:
Mr. Brandon Plattner, AAMS®, AIF®, AWMA®, CMFC®, CRPC®, CRPS®, RFC®  
Fiduciary Money Manager / Financial Advisor / Financial Planner / Branch Manager                                  
 
Plattner Asset Management
2001 W. Willow Knolls Drive
Suite 201 A
Peoria, IL 61614
Phone: 309-966-0996
Fax: 309-966-0415
 
Email -
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TD Ameritrade Institutional Client Log In -
 
TD Ameritrade Institutional Mailing Address
TD Ameritrade Institutional
7801 Mesquite Bend Drive 
Suite 112
Irving, TX 75063
Phone: 1-800-431-3500 
 
If sending a check to TD Ameritrade Institutional
Please add the Account Number and if it is an IRA Contribution
Please add the Tax Year in Memo Line 
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Bi-Monthly Client Video Update - Password Protected
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What We Offer -
Fiduciary Discretionary Money Management
Individual, Joint and Trust Investment Accounts
Traditional IRAs
Roth IRAs
Roth IRA Conversions
SEP IRAs
SIMPLE IRAs
Inherited IRAs
401K, 403B and 457 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
Bi-Monthly Newsletter and Video
Face to Face Annual Portfolio Reviews
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Plattner Asset Management
Meetings are conducted by appointment only