Congratulations
On Being Named a
2010 FIVE STAR Wealth Manager
Fortune Financial Group
Fortune Financial, LLC
10261 Yellow Circle DriveMinnetonka, MN 55343
(952) 908-2500
www.fortunefin.com
Building Long-Term Relationships with Clients and the Community with Experience, Independence and Integrity
- Independent investment consulting, wealth management, and retirement strategies
- Financial and estate planning, business strategies, and qualified retirement plans
- Insurance and risk management and strategies for families with special needs
Designations: Jim Quandt, AIF, CFP, CLU, ChFC, CLTC; Larry Altman CFP, CLU, CLTC; Jeff Jarnes, CFP, CLU, ChFC, RHU; Gaylen Harms, CFP, CLU, ChFC, CLTC
Advisor is licensed/registered to do business with U.S. residents in the states of: MN
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. Fortune Financial is independently owned and operated. 117517 D.O.F.U. 11/09
Fortune Financial, LLC and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Fortune Financial, LLC clients. Actual client results and experiences will vary.
Left to right: Two-Year Winners Jim Quandt, Larry Altman, 2010 Winner Jeff Jarnes, Two-Year Winner Gaylen Harms
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.