Evergreen Financial Group | Financial Advisor in Minneapolis ,MN

708 North 1st Street
Suite 342
Minneapolis, MN 55401
Phone: (612) 339-5352

Evergreen Financial Group


About

THE APPOINTMENT IS FREE.
THE ADVICE IS PRICELESS.

Since 1994, 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.

22 Years of Experience



General Information
Firm Start Year:   1994
No.of Employees:   2-4
Insurance License#:   20030040
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
Number of Years with Current Firm:   22
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Life , Variable Life , Variable Annuity
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
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.


Board Positions
Organization:  Simpson Transtional Housing  Minneapolis, MN
Position :  Board Member
Duration :  July 1995-July 2001

Organization:  Dance Council  San Francisco, CA
Position :  Board Member
Duration :  May 1999-Currently holding

Organization:  Ballet of the Dolls  Minneapolis, MN
Position :  Board Member
Duration :  January 1994-August 2003


Education
BA  - History  Hamline University
September 1971-June 1974

M.Div - Theology  Princeton Theological Seminary - Princeton, New Jersey
September 1974- June 1977



FAQs

  • Do you have a customer satisfaction or refund policy? We are client centered and do our best to see that our clients understand their investments and their portfolio.
  • What are your qualifications? What is your education background? President- Evergreen Financial Group, Minneapolis, Minnesota Licenses: 7,63,65,24 19 years of experience Member: Financial Planning Association and Real Estate Investment Securities Association Five Star Wealth Manager
  • What is your approach to financial planning? Money Guide Pro software provides us with tool for goal-focused planning. This is where we start; from there we work up a plan that meets our client?s unique goals and dreams.
  • What services do you offer? Asset management, income and distribution planning, retirement planning
  • How many clients do you currently manage? 350+
see more

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.

Jonathan Pyne

Jonathan Pyne

Biography


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 twenty three years experience in financial planning and money management. He has extensive experience in asset allocation, retirement planning, college funding and asset preservation.

Jonathan?s informational programs have been widely attended by retirees of such major corporations as 3M, NSP, Dayton?s, IBM, Honeywell, Ford, John Deere and Coca-Cola. He is a sought after speaker by investment clubs, senior centers and community education programs. Jon has also spoken at national conferences.

Jon believes that each investor is unique and no single investment account is right for everyone. He believes it is essential to have every available investment and estate-planning tool at his disposal in order to benefit his clients. Jon is qualified and licensed to utilize every investment vehicle including stocks, bonds, mutual funds, annuities, life insurance, etc. He is recognized as an Investment Advisor Representative through BFCFS.

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.

My Services


Financial Advice & Consulting

Financial planning is both a science and an art. Our investment knowledge and expertise combined with our open and honest communication has helped us build strong and successful partnerships with our clients. Evergreen Financial Group is committed to our clients and to their ever-changing needs. We provide regular educational programs to enable our clients to better understand their investments, how they work and how to adapt their portfolios to take advantage of marketplace opportunities. In addition, on-going reviews keep investors on course.


Financial Planning for Individuals

Selecting the right advisor can increase your confidence when it comes to your financial future. We believe in working with our clients. Each investor is unique. It is essential that your portfolio is tailored not only to your current financial situation, but to your future financial goals. Financial planning is both a science and an art. Our investment knowledge and expertise combined with our open and honest communication has helped us build strong and successful partnerships with our clients.

My Team


Amanda  Cooney
Amanda Cooney

Registered Assistant

Amanda has been with Evergreen Financial Group since 2004. She received her Bachelor of Science degree in Marketing from St. Cloud State University in 2003. Amanda lives in Rogers with her husband who is a Contractor, and her two young sons. She is securities licensed as a Registered Assistant with Berthel Fisher & Co. Financial Services, Inc, and holds her Series 7 and 63 licenses.


Office Hours

Mon. 8:00 AM - 4:00 PM
Tue. 8:00 AM - 4:00 PM
Wed. 8:00 AM - 4:00 AM
Thu. 8:00 PM - 4:00 AM
Fri. 8:00 PM - 4:00 AM

Awards & Recognitions


Five Star Wealth Manager
(07/10/2012)

Paladin Registry


Five Star Wealth Manager
(2007, 2008, 2009, 2010, 2011, 2013,2014, 2015)

For the past eight years, Twin Cities Business Monthly has awarded me five starts as an outstanding wealth manager. Details of the award can be found at: www.fivestarprofessional.com

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