Advisor at Fortress Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fortress Financial Group, LLC
Location
Rochester, MN 55901
Credentials
Series 63, Series 66
Industry experience
8 years
Debra Pladsen is a financial advisor with Fortress Financial Group, LLC in Rochester, MN. She holds Series 63 and Series 66 licenses and has eight years of industry experience, including eight years at LPL Financial, LLC prior to joining Fortress Financial Group in 2021. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients and constructs customized, primarily long-term portfolios using diversified mutual funds, ETFs, and other securities, employing both fundamental and technical analysis.
Based on Fortress Financial Group, LLC
Based on Fortress Financial Group, LLC
Financial planning fixed engagement fees range from $1,500 to $20,000; Retire and Thrive book up to $26.
$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.65% $25,000,001+: 0.45%
Fee-only: Financial planning project-based fees range from $1,500 to $20,000 per engagement; ongoing planning fees of $1,500 to $20,000 annually.
1610 14 Th Street Nw, Suite 300
Rochester, MN 55901
Minnesota
Fortress Financial Group, LLC
2021 - Present (5 years)
LPL Financial, LLC
2013 - 2021 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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