Daren L. Pladson, CIMA®

Principal, Wealth Advisor

Daren L. Pladson

As a financial advisor, I am able to help clients understand and accomplish their goals. It truly is the most rewarding part of my job.

OVERVIEW

Daren joined Eide Bailly in 2007, bringing with him many years of asset management experience. As Director of Investment Strategy, Daren oversees the firm investment committee and is instrumental in the development of portfolio construction that stays true to our philosophy. He's an experienced financial advisor who offers a full range of services, including financial planning, cash flow analysis, education planning, insurance and risk analysis, retirement planning, investment portfolio management and asset allocation.

Daren also works with CPAs and attorneys to assist clients with estate planning and wealth transfer. His passion and experience in the area of fixed income allows him to assist high net worth clients with sophisticated strategies related to bond investing.

When he's not busy helping his clients achieve their financial goals, Daren can be found reading a good book or spending his summer evenings playing golf.

QUALIFICATIONS

Memberships

  • Red River Valley Estate Planning Council
  • Investment Management Consultants Association

Designations/Licensures

  • Certified Investment Management Analyst, Wharton Business School
  • Investment Advisor Representative Series 66
  • Licensed Insurance Professional, North Dakota and Minnesota
  • Registered Representative Series 7

Education

  • Bachelor of Science, Business Administration – North Dakota State University, Fargo

KNOWLEDGE

Client Work

  • Develops fixed income bond ladder strategies to provide lower risk income opportunities.
  • Reverse engineers investment portfolios in a tax efficient manner to meet the objectives of his clients.

Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC and Eide Bailly Agency, LLC which operate under Eide Bailly LLP. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. Insurance products are offered or issued via Eide Bailly Agency, LLC. Not all products and services are available in all states. Eide Bailly Financial Advisors can also be licensed as insurance agents/producers of Eide Bailly Agency.

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