Gaylen J. Harms, CFP, CLU, ChFC

Gaylen J. Harms, CFP, CLU, ChFC

Phone: (952) 908-2520
E-mail:

Gaylen J. Harms, CFP®, CLU, ChFC is a founding Partner of Fortune financial in Minneapolis. Fortune Financial is an independent financial services firm whose 5 partners have over 120 years of combined experience in the financial services industry. Products and services are provided, in part, through a continuing relationship with North Star Resource Group which is comprised of North Star Consultants, Inc., providing insurance products and services and CRI Securities, LLC, providing securities, investments and investment advisory services. We also have a relationship with Securian Financial Services, Inc. providing variable products, securities and investment advisory services.

For over 25 years, Gaylen has specialized in providing financial alternatives to help people achieve financial success. Gaylen helps clients make the best possible decisions about the allocation of their financial resources by defining and qualifying financial goals and objectives, and providing access to a wide range of competitive financial products and services. Gaylen works with business owners, professionals, and those in or near retirement, advising them on wealth creation and wealth preservation.

Professional Specialties:

  • Proactive Asset Management
  • Retirement Strategies
  • Estate Planning
  • Insurance Strategies
  • Education Funding
  • Business Continuation

Qualifications:

  • CERTIFIED FINANCIAL PLANNERTM practitioner
  • Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA
  • Chartered Financial Consultant (ChFC), American College, Bryn Mawr, PA
  • Bachelor of Science in Business, Carlson School of Management, University of Minnesota, Minneapolis, MN
  • Senior and Founding Partner, Fortune Financial LLC
  • Member, Financial Planning Association
  • Member, National Association of Insurance and Financial Advisors

Personal:

  • Born, St. Paul, MN – 1961
  • Resides with wife, Julie in Bloomington, MN
  • Two children: Jackie and Vicki
  • Vice Chair, Board of Directors of Walker Methodist
  • Chair, Board of Directors of Walker Methodist Foundation
  • Member, Hennepin Avenue United Methodist Church Trustees Investment Committee

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

CFP Logo-Large

Fortune Logo

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. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.

Fortune Financial, LLC, is independently owned and operated.

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