Mr. Brandon Plattner

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
                                                               
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.
 
Plattner Asset Management
Meetings are conducted by appointment only