Gaylen J. Harms, CFP®, CLU, ChFC, CLTC

Founding Partner of Fortune Financial

Call or email to schedule a Zoom call, telephone call, or a meeting.
952.908.2520 | gh@fortunefin.com

 

Helping business owners, professionals, and families reach their financial goals and objectives.

Gaylen J. Harms, CFP®, CLU, ChFC, CLTC

Founding Partner of Fortune Financial

Call or email to schedule a Zoom call, telephone call, or a meeting.
952.908.2520 | gh@fortunefin.com

 

About

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

Services

  • Business owner solutions
  • Comprehensive financial planning
  • Retirement strategies
  • Risk management
  • Tax-efficient investment strategies*

Team

Jessica Garcia

Client Manager

North Star resource team

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Heather Scharnberg
Heather Scharnberg

Director of Employee Benefits

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Nik Karsseboom, CPA*
Nik Karsseboom, CPA*

Tax Director*

Contact

Connect with Gaylen

    Office locations

    Minneapolis

    2701 University Ave. S.E.
    Minneapolis, MN 55414

    Get directions

    Minnetonka, Minn.

    Fortune Financial
    10261 Yellow Circle Drive
    Minnetonka, MN 55343

    Get directions

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