Debra
Pladsen
Fortress Financial Group, LLC
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About this Advisor
Debra Pladsen is a financial advisor based out of Rochester, Minnesota with a total of 2 years of relevant experience. Pladsen is an employee of Fortress Financial Group, LLC. The advisor has gained experience at Lpl Financial, LLC, In-Home Daycare Provider and Fortress Financial Group, LLC. Pladsen has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Minnesota. Fortress Financial Group, LLC is a financial advisory business operating out of Rochester, MN. The firm has a total of seven employees. It handles $179 million in assets under management between its 595 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 595 customer accounts, 18% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees depend on the type of services offered. Fee types charged by Fortress Financial Group, LLC likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fortress Financial Group, LLC Brokerage Details
$179,377,498
7
595
$301,475
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Debra Pladsen Work History
Debra has been registered as a financial advisor for 2 years.*
Fortress Financial Group, LLC
Lpl Financial, LLC
In-Home Daycare Provider
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Debra Pladsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fortress Financial Group, LLC
Rochester, MN
Rochester, MN
Rochester, MN
Rochester, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
