Daniel E. Langworthy

FORTRESS FINANCIAL GROUP

ROCHESTER, MN 55901

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CRD#: 1951982

Professional summary

Daniel Edward Langworthy, CIMA®, CPWA®, who also goes by Dan Langworthy, is a registered financial advisor currently at FORTRESS FINANCIAL GROUP, LLC located in Rochester, Minnesota.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Langworthy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Langworthy Real Estate Group, LLC; Investment Related; 600 Muirfield Lane SE, , Pine Island, MN. 55963; Limited Liability Company (LLC); Landlord; Managing Partner, Partial Owner; Start Date 11/01/2021; Approximately 10 hours per month; Bill paying, general property management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Edward Langworthy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2009-04-09

Expire date: 2024-11-30

Experience

Current

November 9, 2021 - Present

FORTRESS FINANCIAL GROUP, LLC

Office #1: 1610 14th Street Nw Suite 300, Rochester, MN 55901Office #2: 17200 N Perimeter Dr Suite 102, Scottsdale, AZ 85255

RIA

CRD#: 315329

ROCHESTER, MN

Past

March 24, 2000 - September 20, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

ROCHESTER, MN

Past

January 14, 2000 - September 20, 2021

LPL FINANCIAL LLC

CRD#: 6413

ROCHESTER, MN

Past

January 11, 1994 - January 21, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

MINNEAPOLIS, MN

Past

September 16, 1991 - January 1, 1994

MJK CLEARING, INC.

CRD#: 8678

MINNEAPOLIS, MN

Past

February 22, 1990 - January 25, 1991

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

MINNEAPOLIS, MN

Past

May 23, 1989 - August 26, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTRESS FINANCIAL GROUP, LLC

CRD#: 315329 / SEC#: 801-122032

RIA

Registered Investment Advisory firm - (8/9/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(11/9/2021)

IAR

Texas
(4/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/29/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/24/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/13/2000

General Securities Principal Examination

Current Firm

FORTRESS FINANCIAL GROUP, LLC

CRD#: 315329 / SEC#: 801-122032

RIA

Registered Investment Advisory firm - (8/9/2021 Approved)

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Contact information

Main Address

1610 14th Street Nw Suite 300, Rochester, MN 55901

Mailing Address

Phone number

(507) 529-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTRESS FINANCIAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts	833
AUM (Assets Under Management)	$ 303,722,600

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Daniel E. Langworthy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Edward Langworthy's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO BROKERAGE SERVICES, L.L.C.

MJK CLEARING, INC.

LUTHERAN BROTHERHOOD SECURITIES CORP.

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

FORTRESS FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/29/1999

Series 63

Date: 5/24/1989

SIE

Date: 10/1/2018

Series 7

Date: 5/20/1989

Series 24

Date: 3/13/2000

Current Firm

FORTRESS FINANCIAL GROUP, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTRESS FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Contact information

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