Fiduciary Money Management for Serious Investors
Contact Us:
Mr. Brandon Plattner,
AAMS®, AIF®, AWMA®, CMFC®, CRPC®, CRPS®, RFC®
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 -
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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
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Client Video Update - Password Protected
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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
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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
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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.