Fortune Financial
At Fortune Financial we offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial North Star Consultants, Inc- Insurance Products & Services. Securian Financial Services, Inc- Variable Products & Securities. CRI Securities, LLC - Securities & Investments. Fortune Financial offers securities and investment advisory services through securities offered through Cetera Advisor Networks LLC, 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. Fortune Financial is independently owned and operated. Fortune Financial, LLC, 10261 Yellow Circle Drive, Minnetonka, MN 55343. Fortune Financial and its affiliate(s) Cetera Advisor Networks, LLC are independently owned and operated and offers its own suite of products and services entirely independent of Cetera. Certain individuals associated with Fortune Financial are registered with and offer securities and investment advisory services through securities offered through Cetera Advisor Networks LLC, 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.
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Verified contacts
33
available on Kipplo
LinkedIn employees
39
11 to 50 range
Open roles
—
no listings
Distinct roles
26
indexed titles
Tech stack
3
tools in use
Monthly traffic
2.8K
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- PO
Patrick Olson
Financial Planner, Associate to Founding Partner Gaylen J Harms · Finance & Accounting
EmailPhone - TL
Tracy Leith
Office Administrator Securities Compliance Assistant · Other
EmailPhone - BE
Bobby Ebert
Senior Financial Consultant, Certified Financial Plannertm Professional · Other
EmailPhone - JF
Jon Freeze
Entrepreneur · General Business & Management
EmailPhone - AS
Aimee Speier
Director - Client Services · Customer/Client Service
EmailPhone - MC
Mary Claire Ekstrom
Director of Client Services · Customer/Client Service
EmailPhone - AM
Alex Morrall
Financial Advisor · Finance & Accounting
EmailPhone - CP
Colette Pooley
Senior Client Service Representative · Customer/Client Service
EmailPhone - DS
David Shestak
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Fortune Financial
26 distinct titles indexed · top 10 shown.
- 6financial advisor
- 2client services representative
- 1' &
- 1assistant manager
- 1back end exquisite & technical analyst
- 1client service representative
- 1client services specialist
- 1credit manager
- 1customer service representative
- 1director - client services
- +16more titles
Sign up to unlock all 33 contacts at Fortune Financial
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