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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.

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  3. Retirement Planning

Retirement Planning

Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a specific plan to help you achieve them. We assist in managing all aspects of your transition to retirement, from the asset accumulation phase to the distribution phase of your life, as well as balancing the need for a predictable cash flow and your desire to leave a legacy.

Our Services

  • Professional Advice and Services
  • Retirement Planning
  • Investment Services
  • Asset Allocation
  • Insurance and Annuities
  • Business Solutions
  • Employee Benefit Programs
  • Business Succession Planning

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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.

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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.

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