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Connor Plattner

Equitable Advisors, LLC

Overland Park, KS

CRD 7132497

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-09
KS RA APPROVED 2021-09-22
  • TX RA
    APPROVED
    Since 2022-03-09
  • KS RA
    APPROVED
    Since 2021-09-22

Branch Locations

7400 W 110Th Street Suite 700, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 04/2021 Present
Sombrero's Shawnee KS 05/2015 08/2017
Milburn Country Club Shawnee Mission KS 05/2018 08/2018
Prime Capital Overland Park KS 06/2019 07/2019
Prime Capital Overland Park KS 06/2020 07/2020
Saint James Academy High School Lenexa KS 06/2013 05/2017
Kansas State University Manhattan KS 08/2017 05/2021
  • 04/2021 → Present
    Equitable Advisors, Llc
    New York, NY
  • 05/2015 → 08/2017
    Sombrero's
    Shawnee, KS
  • 05/2018 → 08/2018
    Milburn Country Club
    Shawnee Mission, KS
  • 06/2019 → 07/2019
    Prime Capital
    Overland Park, KS
  • 06/2020 → 07/2020
    Prime Capital
    Overland Park, KS
  • 06/2013 → 05/2017
    Saint James Academy High School
    Lenexa, KS
  • 08/2017 → 05/2021
    Kansas State University
    Manhattan, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-17
  • S66 Uniform Combined State Law Examination
    2021-09-17
Other Names
  • Connor D Plattner

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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