CK
CFP

Christine Smith Kalivas

6 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
216 clients
Average Client Portfolio
$495K average
Assets Under Management
$107.0M
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Advisor Information

Office location

800 W. Roosevelt Road, Building B, Suite 104, Glen Ellyn, IL, 60137

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christine is a 50% owner of RK Financial Wellness, spending a few hours per week. The company provides financial wellness and coaching benefits as an employee or trade association benefit.

Employment History
Current Registrations
Fortune Financial Group, INC.
January 2019 - Present · 7 yrs
State Registrations3 states
FLILTX
Advisor
Exams
No exam information available for this advisor.
Christine Smith Kalivas - Financial Advisor | AdvisorDiscover