Fortune Financial Group, Inc.

Fortune Financial Group, Inc. (CRD# 111378) is a financial advisory firm headquartered in , . They manage $91,000,000 in 470 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://lifeplanningtoday.com
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $193,617
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, TX

Financial Advisors at Fortune Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Christine Kalivas, financial advisor Glen Ellyn IL
Christine S. Kalivas
CRD#: 1734959
Glen Ellyn, IL

Christine Kalivas (CRD# 1734959) is an Investment Advisor Representative working at Fortune Financial Group, Inc. in Glen Ellyn, IL and has over 32 years of experience in the finance industry.

2
Bradley Rosley, financial advisor Naples FL
Bradley H. Rosley
CRD#: 1559979
Naples, FL

Bradley Rosley (CRD# 1559979) is an Investment Advisor Representative working at Fortune Financial Group, Inc. in Naples, FL and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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