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Daren Lee Pladson

Eide Bailly Advisors, LLC

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About Daren Lee Pladson

Daren Pladson is a financial advisor at Eide Bailly Advisors, LLC and Sequoia Financial Group, LLC. Daren has been in the financial services industry since 2001 and has a strong track record of providing financial planning and investment advice to individuals, businesses, and retirement plans. Daren has a broad range of experience and specializes in providing financial advice in the areas of retirement planning, college savings, estate planning, and investment management. Daren is committed to helping clients achieve their financial goals and providing them with the guidance they need to make informed financial decisions.

Firm Information

Daren Pladson is currently registered with Eide Bailly Advisors, LLC. Eide Bailly Advisors, LLC is an investment advisor headquartered in Fargo, North Dakota with $1 billion - $10 billion in assets under management. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They offer advisory services in other areas, but do not provide financial planning or pension consulting.
Eide Bailly Advisors, LLC

4310 17TH AVE S

FARGO, ND 58103

$1.58B

Assets Under Management

78

Total Clients

17

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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only promoter activity

Only promoter activity

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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other

Only promoter activity

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Daren Pladson’s Registration & Firm History

ND

02/16/2017 - Present

Eide Bailly Advisors, LLC (FARGO ND)

ND

09/29/2015 - 08/11/2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (FARGO ND)

ND

01/12/2007 - 10/01/2015

SECURITIES AMERICA, INC. (FARGO ND)

ND

04/01/2005 - 01/03/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARGO ND)

NY

03/27/2001 - 04/12/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/04/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 03/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Daren Lee Pladson. Review regulatory record here.
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