Dana R. Roberts

Financial Representative

Phone: (952) 908-2538
Fax: (952) 908-2501
E-mail: dana.roberts@fortunefin.com

Dana works with a wide array of clients but focuses primarily on working with young couples and families interested in building a stable yet adjustable financial strategy. His mission is to implement strategies that increase wealth and asset protection while decreasing the anxiety and worries about his clients financial futures. His personal one-on-one approach allows clients to fully understand their financial strategy and how each part works their overall financial picture.

His services include:

Debt Management and Emergency Funds

Employee Benefit Package Analysis and Coordination

Insurance Coverage (Life, Health, and Disability)

Education Funding Strategies (529, Coverdell IRA’s, UGMA/UTMA plans)

Retirement and Estate Planning (401k, 403b, 457, Simple IRA’s, SEP Plans, etc.)

Strategies to Minimize Taxes¹

Qualifications:

FINRA Series 7 Registered
FINRA Series 66 Registered
Life and Health Licensed
Variable Life and Annuity Licensed

Dana is a 2007 graduate of Luther College in Decorah, Iowa with a degree in Political Science. He lives in Richfield, Minnesota and spends his spare time camping, backpacking, and kayaking.

¹Specific tax and legal consequences should be verified by your tax advisor and legal counsel.

Fortune Financial, LLC
10261 Yellow Circle Drive
Minnetonka, MN 55343

North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

Affiliated with the Securian Financial Network.

Fortune Financial, LLC offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. 2701 University Ave. S.E., Minneapolis, MN 55414, 612-617-6000. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.

Fortune Financial, LLC, is independently owned and operated.

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