CRD: 145799
Fortune Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2007
- Office Locations
- 1
Office Locations
About Fortune Financial Advisors, LLC
Fortune Financial Advisors, LLC is an Overland Park, KS wealth management and financial planning firm focused on retirement planning, including specialized guidance for federal employees and their benefits. The team provides personalized planning, tax support, and an emphasis on compliance and best practices. Portfolios are implemented primarily with ETFs and public funds, with client assets custodied at Charles Schwab. All relationships are handled through signed advisory agreements and secure channels.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DENNIS LEON WALLACE
Chief Compliance Officer, Chief Executive Officer, Managing Partner, Principal
- CRD
- #1971959
- Ownership
- 75% or more
LAWRENCE EDWARD HAMTIL
Chief Investment Officer, Principal
- CRD
- #5000996
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Jon Albarelli
--
- CRD
- #3210926
Kelli C Harpe
--
- CRD
- #7377378
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $313,394,860 | $519,726 |
| Non-Discretionary | $9,204,686 | $1,314,955 |
| Total | $322,599,546 | $528,852 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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