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Daniel L Kalina

Fortis Group Advisors LLC

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About Daniel L Kalina

Daniel Kalina is a financial advisor registered with Fortis Group Advisors LLC. Daniel has been in the industry since 2006 and has experience with a variety of financial products and services. Daniel is committed to providing his clients with personalized financial advice that is tailored to their individual needs. Daniel is registered to provide investment advisory services in Minnesota and Texas.

Firm Information

Daniel Kalina is currently registered with Fortis Group Advisors LLC. Fortis Group Advisors LLC is an investment advisory firm headquartered in Westwood, NJ. They provide financial planning, portfolio management for individuals and selection of other advisors. The firm manages over $799 million in assets for individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has 29 licensed agents, 29 investment adviser representatives, and 23 registered representatives.
Fortis Group Advisors LLC

345 KINDERKAMACK ROAD, SUITE B

WESTWOOD, NJ 07675

$799.56M

Assets Under Management

Not reported

Total Clients

22

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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Daniel Kalina’s Registration & Firm History

MN

10/14/2024 - Present

Fortis Group Advisors LLC (Alexandria MN)

MN

02/14/2018 - 02/15/2024

LPL FINANCIAL LLC (Alexandria MN)

MN

01/02/2015 - 02/14/2018

INVEST FINANCIAL CORPORATION (Alexandria MN)

MN

11/17/2006 - 01/07/2015

NYLIFE SECURITIES LLC (ALEXANDRIA MN)

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Licenses & Designations

IA

Issued 05/24/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Daniel L Kalina. Review regulatory record here.
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