Brian Lee Platte

Employer firm

Advisor 123 LLC CRD 316880

Reported services (Item 5G)

• Financial planning
• SUBSCRIPTION SIGNAL SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 09/2017
  Retirement Wealth Advisors
  Grand Rapids, MI
• 11/2004 → Present
  Agent Equity Group
  Grand Rapids, MI
• 06/2017 → 03/2025
  Full Spectrum Retirement Services
  Grand Rapids, MI
• 05/2021 → Present
  Aspire Wealth
  Caledonia, MI
• 09/2021 → Present
  Advisor 123 Llc
  Caledonia, MI
• 06/2021 → Present
  Fynch, Inc.
  Grand Rapids, MI

Previous Registrations

• 2022-02-15 → 2025-03-31
  Full Spectrum Retirement Services, Inc.
  Grand Rapids, MI
• 2018-01-04 → 2021-12-31
  Full Spectrum Retirement Services, Inc.
  Grand Rapids, MI
• 2017-08-23 → 2017-12-31
  Full Spectrum Retirement Services, Inc.
  Grand Rapids, MI
• 2016-04-25 → 2017-08-21
  Brookstone Wealth Advisors, Llc
  Grand Rapids, MI

Other Businesses

1. AGENT EQUITY GROUP; INVESTMENT RELATED; SAME OFFICE LOCATION; OWNER/INSURANCE AGENT; SPENDS APPROX. 120 HRS/MTH DURING TRADING; INSURANCE SALES. 2. ADVISOR 123 LLC; INVESTMENT RELATED; SAME OFFICE LOCATION; IAR; SPENDS APPROX. 0 HRS/MTH DURING TRADING; PROVIDES SIGNALS TO OTHER INVESTMENT ADVISERS. 3. FYNCH, INC.; NON-INVESTMENT RELATED; GRAND RAPIDS, MI; PRESIDENT; SPENDS APPROX. 40 HRS/MTH DURING TRADING HOURS; TECHNOLOGY COMPANY, OVERLOOKS OPERATIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-21