Daniel L Kalina
Investment adviser representative at Fortis Group Advisors LLC
11 yearsExperience
2 statesRegistered in
$822.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fortis Group Advisors, LLCMar 2021 to now
- LPL Financial, LLCFeb 2018 to Feb 2024
- Invest Financial CorporationJan 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Fortis Group Advisors LLC
$822.4MAssets managed
2,604Clients
25Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5081009
- Firm CRD
- 290427