Brian Platte

Co-Founder at Advisor 123
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Contact Information
us****@****om
(386) 825-5501
Location
Grand Rapids, Michigan, United States, US
Skills

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Bio

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Credentials

  • Certified Senior Advisors
    Society of Certified Senior Advisors
    Oct, 2009
    - Oct, 2024

Experience

  • Advisor 123
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder
      • Sep 2021 - Present
  • Fynch
    • Think Tanks
    • Founder
      • Jan 2020 - Present

      Fynch is a community of professionals that serve all aspects of the financial industry. This collective encompasses professionals in the insurance, banking, investment, accounting, legal, and real estate industries, as well as the companies, vendors and other professionals that support these industries. The Fynch platform provides several ways for members to have leading-edge, proactive, topic-specific interactions with other similar professionals. Fynch offers specific channels, courses, and events for brainstorming, collaborating and connecting to enhance your business and industry. Show less

  • Agent Equity Group
    • United States
    • Insurance
    • 1 - 100 Employee
    • President & Founder
      • Apr 2009 - Present

      Agent Equity Group is a IMO/ FMO built by insurance agents for insurance agents. Agent Equity Group is a IMO/ FMO built by insurance agents for insurance agents.

  • Full Spectrum Retirement Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President & Founder
      • Mar 2017 - Present

      Fee-based investment advisory services. Retirement planning services. Fee-based investment advisory services. Retirement planning services.

  • Platinum Benefit Advisors, Inc.
    • United States
    • Insurance
    • 1 - 100 Employee
    • President & Founder
      • Jan 2005 - Mar 2019

      Platinum Benefit Advisors, Inc. is an insurance agency that specializes in providing healthcare solutions to business owners, professionals, veterans, and retirees. Platinum Benefit Advisors, Inc. is an insurance agency that specializes in providing healthcare solutions to business owners, professionals, veterans, and retirees.

Education

  • Society of Certified Senior Advisors
    Working with Older adults: A Professional's Guide to Issues of Aging
    2009 -

Community

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