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Featured Business Financial Advisor in Minneapolis, MN
Minneapolis Financial Advisors
Evergreen Financial Group
708 North 1st Street, Suite 342
Minneapolis, MN 55401
(612) 339-5352
“Evergreen Financial Group”
Advisor Profile
Frank Rezack
Name:  Frank Rezack
Phone Number:  (612) 339-5352
Website:  Visit Website
Disclaimer
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through BFC Planning. Evergreen Financial Group is independent of BFCFS and BFC Planning.

About Evergreen Financial Group

THE APPOINTMENT IS FREE.
THE ADVICE IS PRICELESS.

Since 1994, Frank Rezack and Jonathan Pyne and the staff of
Evergreen Financial Group have been dedicated to helping
investors accumulate, protect, and enjoy their wealth.

We believe investors should not be chasing financial rainbows.
In fact, our goal is to help our investors achieve their
financial goals, and work towards attractive returns. Isn't
that what we all really want?

We believe that gambling and investing are not the same thing.
We have an obligation to guide our investors in directions
that will maximize the possibility of achieving their
financial objectives.

We offer a full range of investments. We focus on those that
are based on real value, offer a high degree of stability, and
frequently pay significant dividends or interest.

The best way to find out about what we do is to make an
appointment.
 

General Information

CRD#:    2458612
Firm CRD#:    13609
Insurance License#:    20100509
Name of Broker/Dealer:    Berthel Fisher
Name of Custodial Firm:    National Financial
States Licensed in:    California
Florida
Alaska
Hawaii
Illinois
Indiana
Iowa
Minnesota
South Dakota
Tennessee
Wisconsin
New York
States Willing to do Business in:   
Years of Experience in Financial Services:    22
Number of Years with Current Firm:    22
I work with the following types of clients:    Individual Investors, Businesses, Non-Profit Organizations
 

Services

Investment Types:    Commodities, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, At your home, At my office, Via phone, Via email
 

Qualifications & Memberships

Securities Licenses:    Series 6, Series 7, Series 65, Series 66
Insurance and Annuity Licenses:    Life, Annuity, Variable Annuity, Variable Life
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)
 

Firm Information

Firm's Number of Clients:    350
Firm's Number of Planning Clients:    200
Firm's Number of Managed Clients:    200
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    50,000
Compensation Methods:    Based on Assets, Flat Fee, Commissions
Additional Details on Charges:    We put our clients' interests before ours. The
decision between a fee based or commission based
account is determined by what is best for the
client.
 
 
 
Prepared By: Frank Rezack

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