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
  • Contact Us

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.

    You are here

  1. Home
  2. William D. Hanzlik

William D. Hanzlik

Photo of team member
William D. Hanzlik, RHU, CLTC
RHU, CLTC
Financial Representative
Phone: 
(952) 908-2524
E-mail: 
bill.hanzlik@fortunefin.com

 

Client Service Representative: Julie Zimmeth, FLMI, ACS 
Email: julie.zimmeth@fortunefin.com
Julie's Phone: (952) 908-2521


William D. Hanzlik, RHU, CLTC joined Fortune Financial in 2002. Fortune Financial is an independent financial services firm whose four founding partners have over 120 years of combined experience in the financial services industry. Products and services are provided through a continuing relationship with North Star Resource Group and CRI Securities, LLC. We also have a relationship with Securian Financial Services, Inc.

Bill began his career at the North Star Resource Group in 1977, spending many years on the management team. In 1996 he began to focus solely on his personal clients. He specializes in helping clients create attainable goals and objectives. Throughout his tenure at North Star Resource Group, Bill specialized in retirement strategies, life insurance protection, business continuation, and wealth accumulation for his clients.

 

Qualifications

  • BA, Carlson School of Management, University of Minnesota
  • Registered Health Underwriter (RHU)
  • Certification in Long-Term Care (CLTC)
  • Continuing Education Instructor for licensed agents

Bill is a registered representative of CRI Securities, LLC and Securian Financial Services, Inc.

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

*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

© 2021 Fortune Financial. All rights reserved.

Website Design For Financial Services Professionals