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Fortune Financial Group, Inc. CRD 111378
$141M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Naples, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-27 |
| TX | RA | APPROVED | 2023-05-18 |
| IL | RA | APPROVED | 2019-01-11 |
Branch Locations
800 W. Roosevelt Road, Building B Suite 104, Glen Ellyn, IL 60137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fixed Income Capital Partners Llc | Wheaton | IL | 09/2014 | 11/2018 |
| Fortune Financial Group. Inc. | Glen Ellyn | IL | 11/2018 | Present |
50% owner of RK Financal Wellness - several hours per week. Provide financial wellnesss and coaching benefits as an employee or trade association benefit.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-03-02 |
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