Jim Quandt earns appearance on AdvisorHub’s Advisors to Watch list in the Over $1 Billion category
MINNETONKA, Minn.—June 16, 2026—AdvisorHub today announced its Advisors to Watch list, including Jim Quandt, CFP®, AIF®, CLU®, ChFC®, CLTC®, founding partner of Fortune Financial, who ranked No. 232 on the Advisors to Watch (Over $1B) category as a first-time recipient.
This annual list includes the top financial professionals across the nation who lead practices devoted to offering a high level of service, dedication and innovative financial solutions to their clients.
“I’m truly humbled by this recognition,” said Quandt. “More than anything, I view it as a reflection of the trust our clients have placed in us over many years. At Fortune Financial, we believe our role extends beyond providing financial advice. Our goal is to become trusted guides—helping individuals, families, business owners and retirees make confident financial decisions through coordinated planning, objective advice and lasting relationships. I’m grateful to our clients and our team for allowing us to be part of those journeys.”
Quandt has served clients since 1988 and co-founded Fortune Financial in 1997. Throughout his career, he has focused on building lasting client relationships and developing a collaborative team dedicated to helping individuals, families, business owners and retirees navigate important financial decisions throughout every stage of life. Today, his practice specializes in retirement plans, private wealth guidance, investment consulting, estate planning and coordinated financial planning.
Outside of his advisory work, Quandt prioritizes giving back and serving others. Since 2016, he has served as the President of the Scott Richards North Star Foundation (North Star Resource Group’s charitable giving entity) and has been a board member since its founding in 2004. He also served as a board member for the Bob Allison Ataxia Research Center, along with the University of St. Thomas’ Major Gift and Planned Giving Advisory board.
“We are extremely proud of Jim for receiving this recognition,” said North Star CEO Ed Deutschlander, CLU®, CLF®. “Jim represents the very best of our profession. His technical knowledge is exceptional, but what truly distinguishes him is the trust he has earned from clients, his commitment to developing his team, and his passion for helping families make confident financial decisions. He exemplifies the values we hope every advisor strives to achieve.”
The AdvisorHub Advisors to Watch rankings were determined based on each advisor’s score in three categories related to their financial practice: scale, growth and professionalism. Scale represents the size and profitability of the advisor’s business, with growth and professionalism representing business growth and the advisor’s regulatory record and community involvement, respectively.
To learn more about AdvisorHub’s Advisors to Watch list or to view the rankings for the Over $1B category, visit www.advisorhub.com/advisors-to-watch-over-1b-2026.
About AdvisorHub
AdvisorHub aims to be the financial advisors’ advocate and voice by providing a definitive source for breaking news, relevant products and services, critical compensation data and a safe forum to share best practices and growth strategies. To learn more about AdvisorHub, visit www.advisorhub.com.
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: 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
Jim is a Financial Advisor offering securities through Cetera Wealth Services LLC, member FINRA/SIPC, a broker/dealer. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. 2701 University Avenue SE, Minneapolis, MN 55414 (612) 617-6000
2026 Advisors to Watch issued by AdvisorHub. Requirements at least $150m in AUM, 7 years experience, 2 years at current firm and in good standing, clean regulatory record (2 or fewer complaints and no significant judgements). Methodology, advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. 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.