Fortune Financial

  • Financial Services
  • Hopkins MN
  • 55 employees
  • Financial Services
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Company Overview

Headquarters
10261 Yellow Circle Dr, Hopkins MN
Website
fortunefin.com
Phone
(952) 908-2500
Employees
55
Founded in
1997
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$19B

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Who is Fortune Financial

Fortune Financial is a registered investment advisor located in Minnetonka, Minnesota. The company offers a suite of financial products and services, including investment advisory services, to individuals and businesses. Fortune Financial is committed to helping clients achieve their financial goals through personalized financial planning and investment strategies. Fortune Financial's team of experienced financial advisors provides comprehensive financial planning services, including retirement planning, estate planning, and college savings planning. They also offer a range of investment products, such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Fortune Financial distinguishes itself through its personalized approach to financial planning. The company takes the time to understand each client's unique financial situation and goals, and then develops a customized financial plan to help them achieve their objectives. Fortune Financial is dedicated to providing clients with clear, concise, and understandable financial advice. Fortune Financial can be reached at [phone number] or [email address].

Company Leadership

Patrick Olson

Financial Planner, Associate to Founding Partner Gaylen J. Harms

Phone Email
David Shestak

Director Of Client Services

Phone Email
Jeff Jarnes

Owner/Senior Partner

Phone Email

Fortune Financial Industry Tags

Financial Services
Financial Advisory Services
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Fortune Financial Tech Stack

JavaScript
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19M 69 Voorhees Township, NJ 2001
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FAQ

What is the location of Fortune Financial's headquarters?
The headquarters of Fortune Financial are situated at 10261 Yellow Circle Dr, Hopkins MN
What is Fortune Financial's phone number?
Fortune Financial's contact number is (952) 908-2500.
What is Fortune Financial's official website?
The official website of Fortune Financial can be found at fortunefin.com.
What is Fortune Financial's current revenue?
As of October 2016, Fortune Financial's annual revenue reached $19B.
How many employees does Fortune Financial currently have?
Fortune Financial employs approximately 55+ people as of October 2016
Which industries is Fortune Financial primarily operating in?
Fortune Financial operates in the following industries: Finance, Credit
Who is the Financial Planner, Associate to Founding Partner Gaylen J. Harms of Fortune Financial?
Fortune Financial's Financial Planner, Associate to Founding Partner Gaylen J. Harms is Patrick Olson
What are Fortune Financial's industry tags?
Fortune Financial's industry tags include: Financial Services, Financial Advisory Services
When was Fortune Financial founded?
Fortune Financial was founded in 1997.

Employee Directory

Key Employees

Larry Altman

Founding Partner

Phone Email

Mary Johnson

Client Service Representative

Phone Email

Jade Black

Customer Service Representative

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