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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. Jeffrey K. Jarnes

Jeffrey K. Jarnes

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Jeffrey K. Jarnes
CFP®, CLU, ChFC, RHU
Founding Partner
Phone: 
(952) 908-2525
Toll Free: 
(877) 908-2530
E-mail: 
jj@fortunefin.com

Director Of Client Services: Kristin Strom

Email: Kristin.Strom@fortunefin.com
Kristin's Phone: (952) 908-2526

Senior Client Services Representative: Colette Pooley
Email: Colette.Pooley@fortunefin.com
Colette's Phone: (952) 908-2527

Lead Client Manager: Cher Zent 
Email: cher.zent@fortunefin.com
Cher's Phone: (952) 908-2532


Jeffrey K. Jarnes, CFP®, CLU, ChFC, RHU is a Founding Partner of Fortune Financial in Minnetonka, MN. Fortune Financial is an independent financial services firm founded in 1997. Its four founding partners have over 120 combined years of experience working together over their full careers.

Since joining the firm in 1980, Jeff has specialized in providing financial alternatives to help people efficiently pursue financial success. Jeff's goal is to help his clients make sound decisions about the allocations of their financial resources by defining and quantifying financial goals and objectives, and providing access to a wide range of competitive financial products and services. He works with business owners, professionals, and executives, advising them on retirement, estate, and investment strategies.

 

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner, College of Financial Planning – Denver, CO
  • Member, International Association of Financial Planners
  • Chartered Financial Consultant (ChFC), American College – Bryn Mawr, PA
  • Chartered Life Underwriter (CLU), American College – Bryn Mawr, PA
  • B.A. Degree, Finance and Economics, Augsburg College – Minneapolis, MN
  • Member, National Association of Insurance and Financial Advisors (NAIFA)
  • Qualifying and Life Member, Million Dollar Round Table
  • Jeff is a registered representative and investment advisor representative of Securian Financial Services, Inc.

 

Personal

  • Resides in Wayzata, MN with wife, Jacqui, and they have three daughters
  • Enjoys golf and hockey and performing magic
  • Founding Partner, Waterford Partners – Steamboat Springs, CO

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least two years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
 

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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.

3100955 DOFU 7-2020

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