Brian Platte is a registered investment advisor at Advisor 123 LLC, based in Caledonia, MI, with 9 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
- The negotiated hourly fee for financial planning services is between $20 and $100.
Location
5659 N Kraft Lake Dr, Caledonia, MI, 49316
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is the owner and insurance agent for Agent Equity Group, spending nearly full-time on insurance sales. He is also an IAR for Advisor 123 LLC and Aspire Wealth, and the president of Fynch, Inc., a technology company.
Employment History
Current Registrations
Advisor 123 LLC
Aspire Wealth
Previous Registrations
Full Spectrum Retirement Services, INC.
Full Spectrum Retirement Services, INC.
Full Spectrum Retirement Services, INC.
Retirement Wealth Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.