Daniel Kalina has been an investment adviser representative at Fortis Group Advisors since March 2021, and is not listed among the firm’s executive officers or direct owners.
Fortis Group Advisors LLC is a Westwood, NJ firm with $822M under management, 2,604 clients and 24 advisers across 8 offices, as of its March 2026 filing.
Daniel Kalina’s longest registration is the current one, 5 years at Fortis Group Advisors since 2021. Before joining Fortis Group Advisors in 2021, Daniel Kalina was registered through LPL Financial LLC and Invest Financial Corporation.
- Fortis Group Advisors LLCCurrent– present · 5 yearsAlexandria, MN · Adviser representative · Firm CRD 290427
- LPL Financial LLC– · 3 yearsAlexandria, MN · Adviser representative · Firm CRD 6413
- Invest Financial Corporation– · 1 yearAlexandria, MN · Adviser representative · Firm CRD 12984
Investment adviser representative registrations
Daniel Kalina is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2021; the most recent is Texas, in October 2024.
- MinnesotaSince 31 March 2021
- TexasResidentSince 14 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 December 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 November 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel L Kalina
- CRD
- 5081009
- Firm
- Fortis Group Advisors · CRD 290427
- Office
- 1106 Broadway Street, Suite 1, Alexandria, MN 56308
- Registration
- Investment adviser registration
- In the industry since
- November 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Kalina work?
Daniel Kalina is an investment adviser representative registered through Fortis Group Advisors LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Kalina a financial advisor?
Yes. Daniel Kalina has a current investment-adviser registration in Minnesota and Texas, through Fortis Group Advisors since March 2021.
How many years of experience does Daniel Kalina have?
Daniel Kalina has 19 years in the financial industry, since November 2006, across 3 adviser firms.
What exams has Daniel Kalina passed?
Daniel Kalina has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in November 2006. FINRA credited Daniel Kalina with the SIE, which began in October 2018.
Where did Daniel Kalina work before Fortis Group Advisors?
Before Fortis Group Advisors, Daniel Kalina was registered through Invest Financial Corporation, May 2016 to February 2018.
Where is Daniel Kalina based?
Daniel Kalina’s registered office is in Alexandria, MN.
Is Daniel Kalina registered with FINRA?
No. Daniel Kalina has no current broker registration.
How can I verify Daniel Kalina’s record?
Search CRD 5081009 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Kalina’s full registration record.
