Gaylen J. Harms,  CFP<sup>&reg;</sup> - Financial Advisor

Gaylen J. Harms, CFP®

CLU, ChFC,CLTC

Fortune Financial

10261 Yellow Circle Dr
Minnetonka, MN 55343-9112
(952) 908-2520

General

Gaylen Harms is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fortune Financial in Minnetonka, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU, CLTC, CPFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Succession Planning, Long-term Care

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Helpful Financial Planning Resources