Daniel Kalina
Daniel Kalina is a registered investment advisor at Fortis Group Advisors LLC, based in Alexandria, MN, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,604 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum investment advisory fee is 1.75%. Fees are negotiable and may vary based on account size, portfolio complexity, and account activity.
Fee Estimator
Location
1106 Broadway Street, Suite 1, Alexandria, MN, 56308
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Daniel is an advisor at Christopher Edwards Financial Associates, LLP, and an owner at Kalina Financial Services, both involving non-variable insurance. These activities are investment-related.
Employment History
Current Registrations
Fortis Group Advisors LLC
Previous Registrations
Fortis Group Advisors LLC
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Nylife Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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