Andrew J. Platt

Wealth Management Advisor

Platt Allen

CFP®
CLU®
ChFC®

CA License: #0K67634
NPN 13986514

70 Birch Aly Ste 210
Beavercreek, OH 45440

Visit my website

FINRA BrokerCheck

About my practice

Having been born and raised in Dayton, I am passionate about the financial security of those in my community. I specialize in holistic planning for physicians, executives, and business owners. My team and I work with our clients to create long-term financial plans that manages wealth, mitigates risk, and saves money tax efficiently to see your goals become reality.

Get in touch

Northwestern Mutual Agent Form

Are you currently working together?

Yes

Please select if you are currently working with this advisor.

Answer some questions so I'll have a better idea of how I can help you.

First NamePlease enter a valid first name.

Last NamePlease enter a valid last name.

Zip CodePlease enter a valid zip code.

Phone NumberPlease enter a valid phone number.

EmailPlease enter a valid email address.

AgePlease enter a valid age.

My biggest financial goal is to:Please select a goal

Income Range:Please select an income range.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Location

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck