Fiduciary Money Management for Serious Investors

Contact Us:
Mr. Brandon Plattner, 
Fiduciary Money Manager 
Fiduciary Portfolio Manager
Fiduciary Financial Advisor 
Fiduciary 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 -
Charles Schwab Client Login -
Charles Schwab Mailing Address
Charles Schwab
200 S 108th Ave
Omaha, NE 68154
Charles Schwab Phone # - 1-800-435-4000
Client Web Portal Phone # - 1-800-515-2157 
If sending a check to Charles Schwab please add the Account Number in the Memo Line.
If it is an IRA Contribution please add the Tax Year in the Memo Line 
Client Video Update - Password Protected
What We Offer - Portfolio Management
Fiduciary Discretionary Money Management
Individual, Joint, and Trust Investment Accounts
Traditional IRAs
Roth IRAs
Roth IRA Conversions
Inherited IRAs
401K, 403B, and 457 Transfers To IRAs
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 or Virtual Annual Portfolio Reviews
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


Plattner Asset Management
Meetings are conducted by appointment only
Investment Advisor Representative, 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.