Daniel
Langworthy

Fortress Financial Group, LLC

CRD#1951982
Investment Advisor
in Rochester, MN

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About this Advisor

Daniel Langworthy is a financial advisor operating out of Rochester, Minnesota with 2 years of industry experience. Langworthy is an employee of Fortress Financial Group, LLC. During their career, Langworthy has held roles at Lpl Financial, LLC and Fortress Financial Group, LLC. Langworthy maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota and Texas. Fortress Financial Group, LLC is an advisory business operating out of Rochester, MN. It has a total of seven financial advisors. It controls $179 million in assets among its 595 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 595 client accounts, 18% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Fortress Financial Group, LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on the type of services offered. Fees billed by Fortress Financial Group, LLC likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1610 14Th Street Nw Suite 100
Rochester, MN 55901

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Fortress Financial Group, LLC Brokerage Details

Total Assets Under Management

$179,377,498

MN Average: $5,289,111,388
Total Number of Employees

7

MN Average: 157
Total Number of Accounts

595

MN Average: 8,262
Average Account Size

$301,475

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Daniel Langworthy Work History

Daniel has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fortress Financial Group, LLC

2000 - 2021 (21 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Langworthy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fortress Financial Group, LLC

Debra Pladsen
Rochester, MN
Luke Kroeplin
Rochester, MN
Cody Schaefer
Rochester, MN
Daniel Langworthy
Rochester, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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