Our Qualifications

 

The best way to find out about what we do is to make an appointment. The appointment is complimentary; the advice is priceless.

Evergreen Financial Group

  • Dedicated to building close and lasting financial counseling relationships with each and every client.
  • Personal involvement with each client from the initial planning stages to annual reviews.
  • All the necessary resources and administrative capabilities to provide ongoing support to clients.
  • Experienced staff and state-of-the-art hardware/software systems to deliver the quality support you desire.
  • Personal attention that you need and deserve, with the backing of one of the nation’s leading independent broker-dealers.
 

Jonathan Pyne

     President- Evergreen Financial Group, Minneapolis, Minnesota

 Series “7” License- National license to conduct business in stocks, bonds, mutual funds, etc.

Series “63” License- State license to conduct business in stocks, bonds, mutual funds, etc.

  Series “65” License- Investment Advisor Representative license

 Series “24” License- National Securities Principal license

Certified Fund Specialist

Insurance licensed

 Recognized by the State of Minnesota as a Investment Advisor Representative

Over 20 years experience in financial planning and money management

 Recognized as an outstanding motivational and educational speaker

   Member:  Financial Planning Association and Real Estate Investment  Securities Association

   Recognized one of the “Five Star Best in Client Satisfaction Wealth Manager, Twin Cities Business and Minneapolis St. Paul Magazine, 2009, 20010, 2011 and 2012.

 Has been awarded Paladin Registry Quality Rating: Five Stars(Highest)

 

 

 

Frank Rezack

   Series “7” License- National license to conduct business in stocks, bonds, mutual funds, etc.

      Series “63” License- State license to conduct business in stocks, bonds, mutual funds, etc.

     Series “65” License- Investment Advisor Representative license

Over 20 years experience in financial planning and money management

Insurance licensed

  Recognized by the State of Minnesota as a Investment Advisor Representative

                                           

 
Amanda Cooney
Series “7” License- National license to conduct business in stocks, bonds, mutual funds, etc.
 
Series “63” License- State license to conduct business in stocks, bonds, mutual funds, etc.
 
Notary Public