Bobby Ebert Earns First Appearance on Forbes’ 2026 Top Financial Security Professionals Best-In-State List
MINNEAPOLIS—July 9, 2026—Bobby Ebert, CFP®, AIF®, CLU®, CLTC®, CEPA®, senior financial consultant at Fortune Financial, a strategic partner of North Star Resource Group, has earned first-time recognition on the Forbes/SHOOK Research 2026 Top Financial Security Professionals Best-In-State list.
Ranked No. 55 in Minnesota, Ebert joins an influential group of financial professionals recognized for their dedication to client service, industry expertise and commitment to helping clients achieve their long-term financial goals.
This annual ranking spotlights leading financial professionals across the country who demonstrate exceptional service and a steadfast commitment to helping clients pursue financial security.
Ebert has helped business owners, professionals and executives define and reach their financial objectives at North Star since 2003. In 2015, he joined the Fortune team to expand his capabilities as a tailored financial resource. Two other advisors, Jim Quandt, CFP®, AIF®, CLU®, ChFC®, CLTC®, and Kristin Strom, AIF®, join Ebert as first-time members of the Top Financial Security Professional listing.
The Forbes ranking evaluates financial professionals using a combination of qualitative and quantitative elements in a survey conducted by SHOOK Research. Qualitative elements that SHOOK analyzed included production/premiums, death benefits, assets under management, client-related trends and data. Additionally, they also analyzed quantitative elements such as meetings with professionals, use of their team and team dynamics, level of community involvement, credentials and years of service.
To learn more about Forbes’ Top Financial Security Professionals list or to view the rankings on a national and state level, please visit www.forbes.com/lists/top-financial-security-professionals.
About Forbes and SHOOK Research
Forbes boasts 6 million readers and 116 million unique monthly visitors who rely on their research and content to plan their financial futures. SHOOK does not receive a fee in exchange for rankings.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve and protect their wealth. North Star has more than 200 full-time advisors and over 218 employees. In a network of 43 offices in over 17 states, they have contributed to the financial security and well-being of over 150,000 individuals and small businesses.* To learn more about North Star Resource Group, visit www.northstarfinancial.com.
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If you would like more information about this topic, please call Ian Rich at 612.617.6076 or email him at ian.rich@northstarfinancial.com.
Author: Bobby Ebert, CFP®, AIF®, CLU®, CLTC®, CEPA®
Since 2003, Bobby has helped business owners, professionals, and executives to define their financial goals. He then provides the strategy, services, tools, and competitive products to help his clients reach their objectives. This methodical and reasoned approach works at every stage of his client’s career: from starting a business to asset accumulation and growth to retirement and estate planning. Bobby began his career with North Star Resource Group in October 2003. In July of 2015, he joined Fortune Financial. The firm was founded in 1997. Four partners have a combined experience of 125 years.
*Data as of 12/2025
2026 Forbes Best-In-State Financial Security Professionals, developed by SHOOK Research, is based on last year’s data. The algorithm is designed to fairly compare the business practices of a large group of financial service professionals (FSPs) based on quantitative and qualitative elements. Data is weighted to ensure priorities are given to dynamics such as best practices, business models, recent business activity, among others. Each variable is graded and represents a certain value for each measured component. The algorithm measures thousands of FSPs against one another. The listing is prepared by SHOOKTM Research and is based primarily on commissions and premiums generated from insurance products and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.