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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. Gaylen J. Harms

Gaylen J. Harms

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Gaylen J. Harms
CFP®, CLU, ChFC, CLTC
Founding Partner
Phone: 
(952) 908-2520
E-mail: 
gh@fortunefin.com

 

Associate Advisor: Patrick Olson 
Email: patrick.olson@fortunefin.com
Patrick's Phone: (952) 908-2522

Client Service Representative: Reid Meyer
Email: Reid.Meyer@fortunefin.com
Carla's Phone: (952) 908-2516

Senior Client Service Representative: Jessica Garcia 
Email: jessica.garcia@fortunefin.com
Jessica's Phone: (952) 908-2523


Gaylen J. Harms, CFP®, CLU, ChFC, CLTC is a Founding Partner of Fortune Financial in Minneapolis, MN. Fortune Financial is an independent financial services firm founded in 1997. Its four founding partners have over 120 combined years of experience working together in the financial services industry.

Since 1983, Gaylen has specialized in providing financial alternatives to help people pursue financial success. He helps clients make high-quality decisions about the allocation of their financial resources by defining and quantifying 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.

 

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Life Underwriter (CLU), American College – Bryn Mawr, PA
  • Chartered Financial Consultant (ChFC), American College – Bryn Mawr, PA
  • Certified in Long-Term Care (CLTC), CTLC Board of Standards – Newton, MA
  • B.S. in Business, Carlson School of Management, University of Minnesota – Minneapolis, MN
  • Member, Financial Planning Association
  • Registered Representative and Investment Advisor, Representative of CRI Securities, LLC and Securian Financial Services, Inc.
  • FINRA Series 7 and 63 Registered
  • Numerous Seminars to Professionals and Corporations

 

Personal

  • Resides in Bloomington, MN, with wife, Julie, and has two children, Jackie and Vicki
  • Past Chair, Board of Directors of Walker Methodist
  • Past Chair, Board of Directors of the Walker Methodist Foundation
  • Member, Hennepin Avenue United Methodist Church Investment Committee
  • Eagle Scout

 

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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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