Jim Quandt earns first appearance on Forbes’ 2026 Top Financial Security Professionals Best-In-State list
MINNEAPOLIS—July 9, 2026—Jim Quandt, CFP®, AIF®, CLU®, ChFC®, CLTC®, has earned a place on the Forbes/SHOOK Research 2026 Top Financial Security Professionals Best-In-State list for the first time. Ranked No. 54 in Minnesota, Quandt joins a leading group of financial professionals recognized for their commitment to client success, professional excellence and long-term financial guidance.
This annual ranking spotlights leading financial professionals across the country who demonstrate exceptional service and a steadfast commitment to helping clients pursue financial security.
“I’m truly humbled by my inclusion on this list,” said Quandt. “This recognition is really a reflection of the relationships we’ve built with our clients over many years. At Fortune Financial, we believe in taking a coordinated, goals-based approach to financial planning and serving as trusted advocates for each client and family we work with.”
Quandt has been an advisor at North Star Resource Group since 1988. He co-founded Fortune Financial in Minnetonka, Minn., in 1997, based on a foundation of providing personalized, goal-based financial strategies. His financial practice specializes in qualified retirement plans, investments and estate planning, and he is joined by six other financial advisors who comprise Fortune’s Quandt Team.
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.
###
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: Jim Quandt, CFP®, AIF®, CLU®, ChFC®, CLTC®
Jim is a managing director and co-founder of Fortune Financial. Fortune Financial is an independent financial services firm founded in 1997. Its four founding partners have over 120 combined years of experience working together over their full careers. With over 33 years of experience as a financial advisor, Jim is widely recognized as a visionary in the field. Jim specializes in Qualified Retirement Plans, Investment, and Estate Planning. His goal is to help his clients make quality decisions about the allocation of their financial resources. Jim currently resides in Shorewood, Minn., with his wife, Christine, and his two daughters, Kayla and McKenna.
*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.