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Debra Donell Pladsen

FORTRESS FINANCIAL GROUP, LLC·ROCHESTER, Minnesota
SIE, Series 6, Series 7, Series 7TO, Series 24, Series 63, Series 66Clean record5 years registeredFORTRESS FINANCIAL GROUP, LLC
1610 14TH STREET NW, ROCHESTER, MN 55901CRD# 4213619Firm CRD# 315329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Debra Donell Pladsen · ROCHESTER, MN
Registration
CRD #4213619 · FORTRESS FINANCIAL GROUP, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

FORTRESS FINANCIAL GROUP, LLC
Nov 2021 – present
LPL FINANCIAL LLC
Jun 2021 – Sep 2021
CHANHASSEN, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 7TO
Series 24
Series 63
Series 66
Registration record
First registered · June 12, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORTRESS FINANCIAL GROUP, LLC
CRD 315329 · SEC 801-122032
AUM
$251M
Regulatory assets under management
Employees
9
729 client accounts
Services offered by FORTRESS FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FORTRESS FINANCIAL GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Debra Donell Pladsen offer?
Debra Donell Pladsen specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, Minnesota for a consultation.
What are Debra Donell Pladsen's credentials?
Debra Donell Pladsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Debra Donell Pladsen located?
Debra Donell Pladsen is based in ROCHESTER, Minnesota, working with FORTRESS FINANCIAL GROUP, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Debra Donell Pladsen charge for services?
Debra Donell Pladsen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTRESS FINANCIAL GROUP, LLC?
FORTRESS FINANCIAL GROUP, LLC has approximately 9 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Daniel Edward Langworthy
ROCHESTER, MN

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