Fortune Financial Group Employee Directory

Fortune Financial Group corporate office is located in 800 Roosevelt Rd Ste B104, Glen Ellyn, Illinois, 60137, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

C-Suite

Operations

Marketing

Finance

Fortune Financial Group CEO

Bradley RosleyCFP and Chief Executive Officer

Phone

See Profile

Key Employees of Fortune Financial Group

BJ
Bill Jefferson
Director, Marketing
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Fortune Financial Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Fortune Financial Group

Hundreds of professionals searching for Fortune Financial Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

NK
Nicholas Kalivas
Email Direct
Financial Advisor
United States , Illinois , Glen Ellyn

BJ
Bill Jefferson
Email Direct
Director, Marketing
United States , Illinois , Glen Ellyn

Bradley Rosley
Email Direct
CFP and Chief Executive Officer
United States , Illinois , Glen Ellyn

LD
Lynne Danielson
Email Direct
Administrative Assistant
United States , Illinois , Glen Ellyn

TS
Tamara Sakevich
Email Direct
Client Services
United States , Illinois , Glen Ellyn

Former Employees at Fortune Financial Group

Explore people who held key positions, contributed to Fortune Financial Group's success, and advanced their careers.

JR
Jake Rosley
Retirement Plan Consul... at OneDigital
Worked as Financial Advisor
at Fortune Financial Group (2025-2026)
Email Direct

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Frequently Asked Questions Regarding Fortune Financial Group Employees

How many employees does Fortune Financial Group have?

Fortune Financial Group has 11-50 employees

Who is the CEO of Fortune Financial Group?

Fortune Financial Group’s CEO is Bradley Rosley

Who are Fortune Financial Group key employees?

Some of Fortune Financial Group key employees are Bill Jefferson

Where is Fortune Financial Group located?

Fortune Financial Group’s headquarters are located at 800 Roosevelt Rd Ste B104, Glen Ellyn, Illinois, 60137, United States

How do I contact Fortune Financial Group?

Fortune Financial Group Contact Info: Phone number: (630) 942-9007 Website: www.fortunefinancialgroup.com

What does Fortune Financial Group do?

Fortune Financial Group specializes in providing comprehensive financial planning services, focusing on retirement strategies and personal financial growth. Their team of Certified Financial Planners is dedicated to putting clients' needs first, offering objective advice and personalized coaching. The firm aims to empower individuals, including amb... Read More

Is Fortune Financial Group a public company?

Fortune Financial Group is private company therefore does not currently have an official ticker symbol

See more information about Fortune Financial Group Employees