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Welcome to Fortune Financial

Fortune Financial is a team of seasoned financial professionals who provide personalized, goal-based strategies and advice for individuals, corporate executives, business owners and their families. Our group offers specialized expertise in developing comprehensive, results-focused financial strategies designed to enable you to efficiently pursue long-term financial success.

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  2. About Us
  3. Our Team

Our Team

 

Larry Altman, CFP®

Founding Partner
 

Zach Altman

Financial Advisor
 

Ryan Anderson, CFP®

Financial Advisor
 

Bobby Ebert, CFP®

Senior Financial Consultant
 

Bill Hanzlik

Financial Representative
 

Gaylen Harms, CFP®

Founding Partner
 

Jeff Jarnes, CFP®

Founding Partner
 

Calvin McKenney

Financial Advisor
 

Reid Meyer

Financial Advisor
 

Alex Morrall

Financial Advisor
 

Patrick Olson, CFP®

Financial Advisor
 

Taylor J. Ploss

Financial Advisor
 

Jim Quandt, CFP®

Managing Director
 

 

About Us

  • Our Philosophy
  • Our Team
  • Charitable Foundation

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10261 Yellow Circle Drive
Minnetonka, MN
55343 United States

  •  Tel: (952) 908-2500
  •  Fax: (952) 908-2501
  •  jq@fortunefin.com

This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

Fortune Financial, an affiliate of North Star Resource Group, both of which are independently owned and operated offer their own suite of products and services entirely independent of Securian.

Certain individuals associated with Fortune Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. . Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Fortune Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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