Joseph
Fortunato

Vantage Financial Partners Limited

CRD#3079306
Investment Advisor
in Arlington Heights, IL

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About this Advisor

Joseph Fortunato is a financial advisor who works in Arlington Heights, Illinois who has 2 years of industry experience. Fortunato works at Vantage Financial Partners Limited. Their career trajectory has included roles at Guardian Life Insurance Company, Park Avenue Securities LLC, Vantage Financial Partners, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Hightower Securities LLC and Hightower Advisors LLC. Fortunato maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Illinois. Vantage Financial Partners Limited is a business headquartered in Arlington Heights, IL. It controls $507 million in assets among its 1,002 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,002 accounts, 32% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fees billed by Vantage Financial Partners Limited most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9 North Vail Avenue
Arlington Heights, IL 60005

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Vantage Financial Partners Limited Brokerage Details

Total Assets Under Management

$507,401,820

IL Average: $6,674,516,078
Total Number of Employees

17

IL Average: 44
Total Number of Accounts

1,002

IL Average: 2,564
Average Account Size

$506,389

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Joseph Fortunato Work History

Joseph has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Vantage Financial Partners

2017 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2019 - 2020 (1 year)

Hightower Securities LLC

2019 - 2020 (1 year)

Hightower Advisors LLC

2017 - 2019 (2 years)

Tiaa

2011 - 2017 (6 years)

Guardian Life Insurance Company

2011 - 2017 (6 years)

Park Avenue Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Fortunato to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vantage Financial Partners Limited

Joseph Fortunato
Arlington Heights, IL
Scott Rosenquist
Arlington Heights, IL
Johnathan Kulikowski
Arlington Heights, IL
Jon Flaherty
Arlington Heights, IL
Daniel Zalipski
Arlington Heights, IL
Kimberly Taylor
Arlington Heights, IL
Thomas Vislisel
Arlington Heights, IL
Michael Rohrwasser
Arlington Heights, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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