“Growth only happens outside of your comfort zone.”
Brandon Plattner got his start in the financial services industry a littler earlier than most. At age 14, Brandon began studying the stock market to gain a better understanding of the financial landscape. He later opened his own commodities and equity accounts and began trading stocks, commodities, and options on the side while working for his family’s insulation business in the summer. Today, Brandon is the owner of Plattner Asset Management in Peoria, Illinois, where he works with clients to develop smart investing strategies and achieve financial goals. He is also making an impact on new financial professionals through his work on the Cambridge New Century Council, a group that works with Cambridge to identify resources financial professionals need to attract and serve next gen investors.
In Episode 163: A Noble Profession, Brandon joins Cambridge CEO Amy Webber to discuss:
Why he decided to begin studying the stock market at age 14
How he uses technology and technical analysis to serve clients
Why he decided to pursue independence in 2010
How he and his colleagues on the Cambridge New Century Council are shaping the industry
Tune in to this episode of Cambridge Stronger to hear more about Brandon and his unique journey!
Brandon Plattner is a Fiduciary Money Manager, Financial Advisor, Financial Planner, and Owner and CEO of Plattner Asset Management in Peoria, Illinois. Among many services, Plattner and his firm offer insurance, retirement planning, and wealth management assistance, and work with clients to develop smart investing strategies to achieve financial goals. Plattner joined Cambridge in 2010 and is a member of the firm’s New Century Council, where he and his colleagues are shaping the future of the financial services industry. Plattner holds the Series 3, 4, 7, 9, 10, 24, 31, 63, and 65 licenses. In his spare time, he enjoys traveling with his wife, reading, and spending time outdoors.
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.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.