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 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)
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
