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Daniel Eaton Plagens

Stevens Foster Financial Advisors

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About Daniel Eaton Plagens

Daniel Eaton Plagens is an investment advisor representative with Stevens Foster Financial Advisors. Daniel has been in the industry for 13 years and has a Series 63, Series 66 and Series 7 license. Daniel has worked at several other firms in the past, including LPL Financial LLC, First Command Financial Planning, Inc., Riversource Distributors, Inc., and Ameriprise Financial Services, Inc. Daniel specializes in financial planning and portfolio management for individuals.

Firm Information

Daniel Plagens is currently registered with Stevens Foster Financial Advisors. Stevens Foster Financial Advisors is a registered investment advisor headquartered in Bloomington, Minnesota. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. As of its most recent regulatory filing, the firm manages over $620 million in assets for more than 1,000 clients.
Stevens Foster Financial Advisors

7900 XERXES AVENUE SOUTH

BLOOMINGTON, MN 55431

$620.41M

Assets Under Management

100

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Plagens’s Registration & Firm History

MN

07/21/2014 - Present

Stevens Foster Financial Advisors (BLOOMINGTON MN)

MN

05/19/2011 - 07/07/2014

LPL FINANCIAL LLC (BLOOMINGTON MN)

MN

05/27/2009 - 04/22/2010

FIRST COMMAND FINANCIAL PLANNING, INC. (BLOOMINGTON MN)

MN

01/01/2007 - 02/11/2009

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

04/26/2006 - 01/01/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 10/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/05/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/25/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Eaton Plagens.
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