PLATFORM INVESTMENTS, LLC

KANSAS CITY, Missouri·9 registered advisors·CRD# 159261
SEC# 801-729530816-285-3872
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: ACQUISITION FEES
03

Specialties

Retirement Planning
04

Advisors at PLATFORM INVESTMENTS, LLC

9 registered advisors
Corey David Biggs
KANSAS CITY, Missouri
Douglas Lee Miller
FAIRWAY, Kansas
Eric John Gervais
KANSAS CITY, Missouri
Gregory Sean Steinberg
KANSAS CITY, Missouri
Kyle Nicholas Siner
KANSAS CITY, Missouri
Ryan Kielty Anderson
KANSAS CITY, Missouri
Stephen Kirk Lambright
LEAWOOD, Kansas
Terrence Daniel Anderson
KANSAS CITY, Missouri
Todd Robert Blanding
KANSAS CITY, Missouri
05

Office Locations

KANSAS CITY, Missouri
7 advisors
FAIRWAY, Kansas
1 advisor
LEAWOOD, Kansas
1 advisor

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Data sourced from SEC Form ADV filings. PLATFORM INVESTMENTS, LLC (CRD# 159261) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.