Basics
Core Concepts
Benefits
Grants
Vesting
Exercise
Sales
Valuation & Expensing
Alternatives
Underwater Options
NQSOs
Basics
Taxes
Taxes Advanced
ISOs
Basics
Limits
Taxes
Taxes Advanced
AMT
AMT Advanced
ESPPs
Basics
Rules
Advanced
Taxes
Taxes Advanced
Restricted Stock
Basics
Advanced
Restricted Stock Units
Performance Shares
Taxes
Taxes Advanced
Section 83(b)
SARs
Basics
Taxes
Financial Planning
Strategies
Advanced Strategies
Diversification
High Net Worth
Estate Planning
Gifts
Dividends
Year-End Planning
Job Events
Job Search & Negotiation
Hiring
Termination
Consultants & Contractors
Life Events
Retirement
Retirement Plans
College Funding
Divorce
Disability
Death
Death Taxes
M&A
Basics
Impact
Taxes
SEC Law
Basics
Insider Trading
Rule 10b5-1 Trading Plans
Rule 144
Section 16
Pre-IPO
Basics
Early-Exercise Options
Going Public
AdvisorFind
Fast Find
Advanced Find
Log in/Register as an Advisor
Background checks
AdvisorFind from myStockOptions.com
Elite Listing
Contact this advisor
Daniel Langworthy
Executive Capital, LLC
http://www.executivecapitalmn.com
Location:
Minneapolis, MN, 55435
Experience:
22+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $1,000,000
Other Certifications:
CIMA, COA, CPWA
Fee structure(s):
Percentage of assets
Fixed Fee
Services offered:
Retirement Planning
Financial Planning
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
Dan Langworthy is one of only 26 individuals to obtain the designation of Certified Options Advisor (COA) which demonstrates superior knowledge, innovation and commitment to understanding equity compensation. He is also a Certified Investment Management Analyst (CIMA™) and a Certified Private Wealth Advisor (CPWA®) which is an advanced credential created for wealth managers who work with high-net worth clients. He is also a member of the NASPP and IMCA and holds a BS degree in finance from ASU.
Please read the
terms and conditions
of the service before continuing.
Contact this advisor