Jonathan Pyne

President

Jonathan Pyne was raised in Robbinsdale, Minnesota. He attended Robbinsdale High School, Hamline University graduating with a degree in history in 1974 and received his Masters Degree from Princeton in 1977. Jonathan worked in the non-profit industry until 1994. In 1994 he entered the financial services industry. He incorporated Evergreen Financial Group in 1998. 

Jonathan is a Registered Representative with Berthel Fisher & Company Financial Services, Inc. (BFCFS) and has nineteen years experience in financial planning and money management. Jon has extensive experience in asset allocation, retirement planning, college funding and asset preservation. Jon is qualified and licensed to utilize every investment vehicle including stocks, bonds, mutual funds, annuities, life insurance, etc. He believes it is essential to have every available investment and estate-planning tool at his disposal in order to benefit his clients. He is recognized as an Financial Professional through BFCFS. Jon is  a member of the Minneapolis City of Lakes Rotary, Olivia Masonic Lodge #220 and the Financial Planning Association.

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- Financial Professional license
  • Series “24” License- National Securities Principal license
  • Certified Fund Specialist

Insurance licensed

  • Recognized by the State of Minnesota as a Financial Professional 
  • Over 25 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)