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Terrence Daniel Anderson

PLATFORM INVESTMENTS, LLC·KANSAS CITY, Missouri
Clean recordPLATFORM INVESTMENTS, LLC
1511 BALTIMORE AVENUE, KANSAS CITY, MO 64108CRD# 5916986Firm CRD# 159261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terrence Daniel Anderson · KANSAS CITY, MO
Registration
CRD #5916986 · PLATFORM INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Terrence Daniel Anderson is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with PLATFORM INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PLATFORM INVESTMENTS, LLC
PLATFORM INVESTMENTS, LLC
AUM
$1.5B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at PLATFORM INVESTMENTS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: ACQUISITION FEES
Regulatory
SEC/IARD CRD# 5916986
Firm CRD# 159261
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terrence Daniel Anderson offer?
Terrence Daniel Anderson specializes in Retirement Planning. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Terrence Daniel Anderson's credentials?
Terrence Daniel Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrence Daniel Anderson located?
Terrence Daniel Anderson is based in KANSAS CITY, Missouri, working with PLATFORM INVESTMENTS, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Terrence Daniel Anderson charge for services?
Terrence Daniel Anderson's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: acquisition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLATFORM INVESTMENTS, LLC?
PLATFORM INVESTMENTS, LLC has approximately 38 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PLATFORM INVESTMENTS, LLC

Ryan Kielty Anderson
KANSAS CITY, MO
Corey David Biggs
KANSAS CITY, MO
Gregory Sean Steinberg
KANSAS CITY, MO
Stephen Kirk Lambright
LEAWOOD, KS
Todd Robert Blanding
KANSAS CITY, MO
Douglas Lee Miller
FAIRWAY, KS

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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