Frank Rezack
Evergreen Financial Group

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

Evergreen Financial Group

Evergreen Financial Group | Financial Advisor in Minneapolis ,MN

About Evergreen Financial Group


Since 1994, Frank Rezack 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

Firm Start Year:   1994
No.of Employees:   2-4
Insurance License#:   20100509
Name of Broker/Dealer:   Berthel Fisher
Name of Custodial Firm:   National Financial
States Licensed in:   CaliforniaFloridaAlaskaHawaiiIllinoisIndianaIowaMinnesotaSouth DakotaTennesseeWisconsinNew York
Number of Years with Current Firm:   22
I work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors


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

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Variable Life, Life, Annuity, Long Term Care
Financial Organization Memberships:   Financial Planning Association (FPA), Paladin Registry

Firm Information

Firm's Number of Clients:   450
Firm's Number of Planning Clients:   400
Firm's Number of Managed Clients:   400
Assets Managed by Firm:   $100MM


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 and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Commissions, Based on Assets, Hourly, Flat Fee
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:  Dance Council  San Francisco, CA
Position :  Board Member
Duration :  May 1999-Currently holding


  • 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+
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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.

Frank Rezack

Frank Rezack


Frank has been an Independent Financial Advisor with Berthel Fisher Financial Services since 2001. He attended Concordia College in Moorhead, University of Minnesota Twin Cities and Carlson School of Management. Frank has over 20 years experience in financial planning and wealth management.

Frank is qualified and licensed to utilize every investment vehicle including stocks, bonds, mutual funds, annuities, life insurance, etc.

Frank is an avid hiker and has hiked both the Lake Superior National Trail and the Appalachian Trail. He likes to cook and loves great food and wine...not necessarily in that order.

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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.

401K Rollovers

Who is taking care of your 401K after you leave your old company? We specialize in helping you understand how important it can be to consolidate your 401K into your Traditional and Roth IRA plans. If you have questions, we have the answers!!

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

wiseradvisor-balck-li-img Mon. 10:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 12:00 PM

Awards & Recognitions

Five Star Wealth Manager

For the past 10 years, Twin Cities Business Monthly has awarded me five stars as an outstanding wealth manager. Details of the award can be found at: www.fivestarprofessional.com

Five Star Wealth Manager

Paladin Registry

Social Networks

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