Jeff Platter, AIF®
Financial Advisor
Jeff has been a Financial Professional since 2015, joining Midlands in August of 2021. Jeff’s focus is helping individuals, families, and businesses to set and work towards achieving financial goals. He does this by asking good questions, listening well, and then offering solutions specific to the client’s needs and objectives.
Prior to being a Financial Advisor, Jeff spent 16 years in the banking industry with a consulting firm focused on community banking. Before that he spent 7 years in sales management in the office equipment industry after earning his bachelor’s degree in business administration from the University of Nebraska – Lincoln.
Jeff and his wife Chris have 3 children – 2 daughters and a son – and 3 grandsons. As a family they enjoy spending time together playing games and watching movies. They have spent a lot of enjoyable time watching their children compete in multiple sports and are looking forward to doing the same with the grandchildren. Jeff and Chris share a love of white sand beaches and being active in their church.
Registrations and Designations:
- Series 7 - General Securities Representative Examination
- Series 65 - Uniform Investment Adviser Law Examination
- Series 63 - Uniform securities Agent State Law Examination
- Series 6 - Investment Company Products/Variable Contracts Representative Examination
- Licensed Insurance producer: Life & Annuities, Sickness, Accident & Health, Variable Contracts
- AIF® (Accredited Investment Fiduciary®)
Business and Community Development:
- Member, Lincoln Independent Business Association
- Member, Chamber of Commerce
- Member, Cross the Line Church
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity