800.352.5837

Gaylen Harms
Gaylen J. Harms, CFP®, CLU, ChFC, CLTC
Financial Advisor
Areas of Focus
  • Retirement
  • Wealth Management
  • Business Owners


Phone: 952.908.2520
Location
Minnetonka, MN »
Fortune Financial
10261 Yellow Circle Drive
Minnetonka, MN 55343

Fax: 952.908.2501

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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
Gaylen is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1854827 / DOFU 07-2017

Gaylen’s Support Team


Name: Patrick Olson
Title: Associate Advisor
Email: Patrick.Olson@FortuneFin.com
Phone: 952.908.2522

Name: Jessica Garcia
Title: Senior Client Service Representative
Email: Jessica.Garcia@fortunefin.com
Phone: 952.908.2523

Name: Carla Fitz
Title: Senior Client Service Representative
Email: Carla.Fitz@fortunefin.com
Phone: 952.908.2528

Minnetonka

Fortune Financial
10261 Yellow Circle Drive
Minnetonka, MN 55343