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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. Zach Altman

Zach Altman

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Zach Altman
Financial Advisor
Phone: 
952-908-2513
E-mail: 
Zach.Altman@fortunefin.com

 

As a financial advisor based at Fortune Financial in Minnetonka, Minnesota, Zach focuses on helping young, motivated professionals in the Greater Twin Cities develop and maintain a sound financial strategy based on their individual circumstances.

Zach was drawn into the financial advising career path by his father and mentor, Larry Altman, who has been with North Star nearly 40 years, but also by his desire to have an impact on other’s lives around him for the better. Growing up with a brother who has special needs, Zach also has a place in his heart and practice for working with families who need help navigating the challenges and financial needs of being caretakers for disabled relatives. He above all is dedicated to educating his clients early on to create real and permanent behavioral changes surrounding their finances, helping them to reach their goals efficiently and on their own terms. Zach’s clients often have a strong vision for the future and value honesty, family and being part of a community.

Zach’s areas of focus include:
• Business Owners
• Company-Sponsored Retirement Plans
• Debt Management
• Risk Management
• Tax-Efficient Investment Strategies
• Wealth Management

Qualifications:
• FINRA Series 7 and 66 registered
• Life, Accident and Health Certified
• Variable Insurance Registered

 

Zach grew up in Mound, MN, and currently resides in Minneapolis. He attended the University of Minnesota – Twin Cities and graduated with a double major in political science and Spanish studies, with a minor in management from the Carlson School of Management. He became fluent in Spanish during college while studying abroad in Toledo, Spain. In his free time outside of work, Zach enjoys golfing, running, traveling, hunting, fishing, reading and watching or playing sports.

Zach is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

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10261 Yellow Circle Drive
Minnetonka, MN
55343 United States

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

*Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

North Star Consultants, Inc., Insurance Products and Services. CRI Securities, LLC, Securities and Investments. Securian Financial Services, Inc., Variable Products and Securities.
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 North Star Resource Group. North Star Consultants, Inc. is doing business as North Star Resource Group and is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
Fortune Financial is affiliated with North Star Resource Group and is independently owned and operated.

Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. ("Securian"), registered broker-dealers and investment advisers, members FINRA / SIPC. Individuals registered with CRI and Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by CRI and 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 North Star Resource Group are registered with CRI and 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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