Bobby Ebert, CFP®, AIF®, CLU®, CLTC, CEPA
Senior Financial Consultant
Awards and recognition
Forbes Top Financial Security Professionals Best-In-State (2026)
#55 in Minnesota
Bobby Ebert, CFP®, AIF®, CLU®, CLTC, CEPA
Senior Financial Consultant
About Bobby
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.
Professional
- CERTIFIED FINANCIAL PLANNER™ practitioner, Board of Standards, Washington, D.C.
- Accredited Investment Fiduciary® (AIF®) – Fi360
- Chartered Life Underwriter® (CLU®) – The American College
- Certified Long-Term Care (CLTC), CLTC Board of Standards, Newton, MA
- Certified Exit Planning Advisor (CEPA), Exit Planning Institute
- Registered Representative of Cetera Advisor Networks, LLC
- Investment Advisor Representative of Cetera Investment Advisers, LLC
- FINRA Series 6, 7, 63, 66 Registered
- Member, Financial Planning Association (FPA)
- Past Member, Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals®
Education
- B.A. Degree, St. Norbert College, De Pere, Wis. (2003)
- St. Thomas Academy Graduate, Mendota Heights, Minn. (1999)
Personal
- STA Connections, Mendota Heights, MN – Founding Member
- St. Thomas Academy Alumni Association – Former Board Member
- Host: STA Community Networking Events
- Cedar Lake Conservation Club (CLCC), Annandale, MN – Board Member (September 2012-2017)
- He enjoys traveling and spending time on the lake with his family
- Lives in Maple Grove, Minn., with his wife Alison and sons Charlie and Daniel
Services
- Asset protection
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Business owner solutions
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Comprehensive financial planning
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Estate planning*
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Income protection strategies
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Investments
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Life insurance
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Mutual funds
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Retirement strategies
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Risk management
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Tax-efficient investment strategies*
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Wealth accumulation
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Wealth management
Advisor Team
Jim Quandt, CFP®, AIF®, CLU®, ChFC®, CLTC®
Managing Director
Alex Morrall, AIF®, CFP®, CPFA®
Financial Advisor
Taylor J. Ploss, CFP®, CPFA®
Financial Advisor
North Star Resource Team
Chase Brakke, DIA, DIF, CEPA®
Senior Vice President
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Location
Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0E66954.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
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.