Ron D. Platz, MBA, PhD, ChFC®

Ron D. Platz, MBA, PhD, ChFC®

LPL Financial Advisor

Dr. Platz is a Chartered Financial Consultant™ and a licensed life, disability, and long-term care insurance producer. He is a Financial Advisor with LPL Financial. LPL Financial is a full service broker/dealer. LPL Financial is a Registered Investment Advisor, providing financial planning and investment advice.

Dr. Platz entered the financial services industry in 1998 and has built a clientele comprised mainly of individuals and small business owners.  As an independent representative, he is able to tailor strategies to individual situations with a variety of investment and insurance products.

After graduating from Truman State University with a Bachelor of Science degree in Industrial Technology, Dr. Platz earned his MBA from Western Illinois University, and a doctorate in Business Administration from California Coast University.  While at Western Illinois University, he earned membership in the honors’ business fraternity, Sigma Iota Epsilon.  In addition, Dr. Platz spent over 20 years in the turbo-machinery equipment industry in various engineering, sales, and management positions.

During his youth, Dr. Platz earned Eagle Scout (1971) in the Boy Scouts of America.

Licensed in the following States:

Securities : AZ, CO, IA, IL, MI, MN, MO, NE,

 The American CollegeChFC®

ChFC® (Chartered Financial Consultant®): The ChFC® designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards.