Connor
Plattner
Equitable Advisors, LLC
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About this Advisor
Connor Plattner is a financial advisor working out of Overland Park, Kansas who has 2 years of industry experience. Plattner currently works for Equitable Advisors, LLC. Their career trajectory has included roles at Equitable Advisors, LLC, Sombrero'S, Milburn Country Club, Prime Capital, Sacred Heart Grade School, Saint James Academy High School and Kansas State University. Plattner has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Kansas, Missouri and Texas. Equitable Advisors, LLC is an advisory business based out of New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It has $25 billion in assets across its 75,222 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 accounts, 42% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which service is offered. However, fees charged by Equitable Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Connor Plattner Work History
Connor has been registered as a financial advisor for 2 years.*
Equitable Advisors, LLC
Prime Capital
Prime Capital
Milburn Country Club
Kansas State University
Sombrero'S
Saint James Academy High School
Sacred Heart Grade School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Connor Plattner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equitable Advisors, LLC
Golden, CO
Andover, KS
Trussville, AL
Dallas, TX
Irvine, CA
San Juan, PR
Selma, AL
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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