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Amanda  Cooney
Evergreen Financial Group

Tel: 612-339-5352
3161 Fernbrook Lane
Plymouth, MN 55447
Evergreen Financial Group | Financial Advisor in Plymouth ,MN

About Amanda  Cooney

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. She is securities licensed as a Registered Assistant with Berthel Fisher & Co. Financial Services, Inc., and holds her Series 7 and 63 and 65 licenses.

She enjoys volunteering at her childrens school each week and being a member of the PTA. She is also a member of the Rogers Otsego Dayton Women of Today organization.

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 Recognized by the State of Minnesota as a Investment Advisor Representative

Over 16 years experience in financial planning and money management

Insurance licensed


About Evergreen Financial Group

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.

See Disclosures

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General Information

Insurance License#:   20553274
Name of Broker/Dealer:   BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
States Licensed in:   MN, AK, AZ, IA, MD
Number of Years with Current Firm:   18
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Financial Planning for Individuals, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Risk Management

Services

Investment Types:   Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Insurance
Can meet clients in the following ways:   Phone, Our Office, Video Conference, Email

Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Commissions

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890453/wiseradvisor-evergreen-financial-group-detailed-disclosure.html


Disclaimer

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Evergreen Financial Group, BFCFS and BFC Planning, Inc. are independent entities.

Compliance

Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 8:00 AM - 3:00 PM
Tue. 8:00 AM - 3:00 PM
Wed. 8:00 AM - 3:00 PM
Thu. 8:00 AM - 3:00 PM
Fri. 8:00 AM - 3:00 PM

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