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Gaylen J. Harms, CFP®, CLU, ChFC
Phone: (952) 908-2520 Gaylen J. Harms, CFP®, CLU, ChFC is a founding Partner of Fortune financial in Minneapolis. Fortune Financial is an independent financial services firm whose 5 partners have over 120 years of combined experience in the financial services industry. Products and services are provided, in part, through a continuing relationship with North Star Resource Group which is comprised of North Star Consultants, Inc., providing insurance products and services and CRI Securities, LLC, providing securities, investments and investment advisory services. We also have a relationship with Securian Financial Services, Inc. providing variable products, securities and investment advisory services. For over 25 years, Gaylen has specialized in providing financial alternatives to help people achieve financial success. Gaylen helps clients make the best possible decisions about the allocation of their financial resources by defining and qualifying 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. Professional Specialties: • Proactive Asset Management • Retirement Strategies • Estate Planning • Insurance Strategies • Education Funding • Business Continuation Qualifications: • CERTIFIED FINANCIAL PLANNERTM practitioner • Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA • Chartered Financial Consultant (ChFC), American College, Bryn Mawr, PA • Bachelor of Science in Business, Carlson School of Management, University of Minnesota, Minneapolis, MN • Senior and Founding Partner, Fortune Financial LLC • Member, Financial Planning Association • Member, National Association of Insurance and Financial Advisors Personal: • Born, St. Paul, MN – 1961 • Resides with wife, Julie in Bloomington, MN • Two children: Jackie and Vicki • Vice Chair, Board of Directors of Walker Methodist • Chair, Board of Directors of Walker Methodist Foundation • Member, Hennepin Avenue United Methodist Church Trustees Investment Committee CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Fortune Financial, LLC North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. Affiliated with the Securian Financial Network. Fortune Financial, LLC 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, LLC, is independently owned and operated. 18680/05-08
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
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