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 over twenty-five 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 a wide variety of investment vehicles 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)