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Daniel Langworthy
Executive Capital, LLC
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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.
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