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

 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.
 
Series “65” License- Investment Advisor Representative license
 
Recognized by the State of Minnesota as a Investment Advisor Representative