Skip to main content

  •  Tel: (952) 908-2500
  •  Fax: (952) 908-2501

  • Home
  • About Us
    • Our Philosophy
    • Our Team
    • Charitable Foundation
  • Our Services
    • Professional Advice and Services
    • Retirement Planning
    • Investment Services
    • Asset Allocation
    • Insurance and Annuities
    • Business Solutions
    • Employee Benefit Programs
    • Business Succession Planning
  • Client Center
    • NetXInvestor
    • Fortune Live Wealth
    • Privacy Policy
  • Contact Us

Welcome to Fortune Financial

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

    You are here

  1. Home
  2. About Us
  3. Our Philosophy

Our Philosophy

Fortune Financial is committed to alleviating your concerns about finances and taking uncertainty out of investing by putting thoughtful financial plans in place. We believe your investment portfolio is the funding vehicle for realizing your planning objectives. Market timing and/or security selection are financial tactics, not goals – not running out of money in retirement is a goal. We are committed to creating investment strategies consistent with long-term trends and historical behavior of capital markets, and are never based on emotion, economic or market viewpoints.

Everything we do – from personal and business investment management to helping you unify your retirement, insurance, estate planning and risk management strategies – is designed to advocate for your financial success and security. We strive to accomplish this by forging sustainable, candid client relationships based on shared values, mutual trust, transparency and respect.

About Us

  • Our Philosophy
  • Our Team
  • Charitable Foundation

Book a Meeting

Tell a Friend

10261 Yellow Circle Drive
Minnetonka, MN
55343 United States

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

North Star Consultants, Inc. - Insurance Products & Services. Securian Financial Services, Inc. - Variable Products & Securities. CRI Securities, LLC  - Securities & Investments. Fortune Financial 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. and Fortune Financial. Fortune Financial is not affiliated with Securian Financial Services, Inc. Fortune Financial is independently owned and operated. Fortune Financial, LLC, 10261 Yellow Circle Drive, Minnetonka, MN 55343.

1823834 DOFU 06/2017

Fortune Financial and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its 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") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Fortune Financial are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.

© 2019 Fortune Financial. All rights reserved.

Website Design For Financial Services Professionals