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
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.
|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, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Insurance|
|Can meet clients in the following ways:||Via Email, Via Phone, Our Office, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health, Life|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Commissions, Based on Assets|
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|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|
Chartered Financial Analyst (CFA)
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
24 Years of ExperienceView Profile