Debra D. Pladsen

FORTRESS FINANCIAL GROUP

ROCHESTER, MN 55901

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CRD#: 4213619

Professional summary

Debra Donell Pladsen, who also goes by Debra Donell Hanson, Debra Donell Pladsen, is a registered financial advisor currently at FORTRESS FINANCIAL GROUP, LLC located in Rochester, Minnesota.

Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Debra has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debra Donell Hanson | Debra Donell Pladsen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Donell Pladsen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 10, 2021 - Present

FORTRESS FINANCIAL GROUP, LLC

Office #1: 1610 14th Street Nw Suite 300, Rochester, MN 55901

RIA

CRD#: 315329

ROCHESTER, MN

Past

June 12, 2021 - September 20, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHANHASSEN, MN

Past

April 19, 2021 - September 20, 2021

LPL FINANCIAL LLC

CRD#: 6413

CHANHASSEN, MN

Past

August 18, 2000 - August 13, 2004

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

July 14, 2000 - August 23, 2000

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTRESS FINANCIAL GROUP, LLC

CRD#: 315329 / SEC#: 801-122032

RIA

Registered Investment Advisory firm - (8/9/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(11/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/11/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/13/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/19/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/11/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/6/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/13/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/12/2001

General Securities Principal Examination

Current Firm

FORTRESS FINANCIAL GROUP, LLC

CRD#: 315329 / SEC#: 801-122032

RIA

Registered Investment Advisory firm - (8/9/2021 Approved)

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Contact information

Main Address

1610 14th Street Nw Suite 300, Rochester, MN 55901

Mailing Address

Phone number

(507) 529-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTRESS FINANCIAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts	833
AUM (Assets Under Management)	$ 303,722,600

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Debra D. Pladsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Donell Pladsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

Primary Firm SEC Registration

FORTRESS FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2021

Series 63

Date: 7/13/2000

Series 7TO

Date: 4/19/2021

SIE

Date: 2/11/2021

Series 7

Date: 12/6/2000

Series 6

Date: 7/13/2000

Series 24

Date: 1/12/2001

Current Firm

FORTRESS FINANCIAL GROUP, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTRESS FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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