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

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.

22 Years of Experience


Connect With an Expert Financial Advisor and Get Answers

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:   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:   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

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



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.

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.

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

wiseradvisor-balck-li-img Mon. 8:00 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 - 4:00 PM

Awards & Recognitions


Five Star Wealth Manager
(07/10/2012)

Paladin Registry


Five Star Wealth Manager
(2007-2017)

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

Social Networks


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