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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. Calvin McKenney

Calvin McKenney

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Calvin McKenney
Financial Advisor
Phone: 
(952)908-2515
E-mail: 
Cal.McKenney@fortunefin.com

Cal was born to a lineage of people looking to help others - from social workers to lawyers, he knew he wanted to do work that helped people and their families. Today his focus is on relieving the stress and anxiety around people’s finances by using plain English and simple concepts to provide some clarity to people’s lives. Together with his clients, he works hand in hand in helping them understand their current situation, to identify their goals for the future, and to come up with a strategy to get them there.

At Fortune Financial, our team specializes in risk protection strategies, investment management, and personalized financial planning. We strive to build lasting relationships with our clients, so that when needed, they have a trusted advocate they can rely on.

Qualifications

  • B.A. in Economics at the University of Minnesota, Twin Cities
  • FINRA Series 7 and Series 66 Registered
  • Life and Health Insurance Licensed 

Personal

  • Enjoys Running, Biking, Skiing, Hiking, and Traveling
  • Lives in Minneapolis, MN

Cal began his first internship with Fortune Financial in 2017, then again in 2018, and finally worked as an associate for the company until December 2019. This was a period of time for him to shadow and learn from the many experienced advisors on his team.

Our team is made up of Founding Partner, Jim Quandt; Senior Financial Consultant, Bobby Ebert, Financial Advisor, Taylor Ploss, Financial Advisor Alex Morrall Senior Client Services Representative, Aimee Speier.

 

Cal is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 10261 Yellow Circle Dr Minnetonka MN, 55343.

2985578/DOFU 3-2020

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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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