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Qualifications of Financial Advisor in Rochester

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Rochester, Minnesota
Financial Advisor Office Location Phone Number
Nate Pribyl,
Financial Engines Advisors, LLC
3157 Superior Dr NW,
Rochester, MN  55901
(763) 494-8889
Alex Reader,
Financial Engines Advisors, LLC
1960 Donegal Drive Suite 40,
Woodbury, MN  55125
(651) 714-9505
Frank Rezack,
Evergreen Financial Group
708 North 1st Street,
Minneapolis, MN  55401
(612) 339-5352

Information on Qualified Financial Advisors in Rochester

Qualifications CRD# 5835667
FirmCRD# 104510
Series 6, 63

Compensation/Fee I am a Fee-Based financial professional


Office Location 3157 Superior Dr NW,
Rochester,
MN 
55901

Phone Number (763) 4948889

Joined Financial Engines in 2013. Began his career in the financial services industry in 2010. Successfully completed the Series 6 and 63 examination(s) administered by FINRA. Is a head coach for the Prior Lake, Minnesota boys hockey team. Hometown of Roseville, MN. Nate enjoys spending time with his family, summers on the lake, coaching and playing hockey.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5595998
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1960 Donegal Drive Suite 40,
Woodbury,
MN 
55125

Phone Number (651) 7149505

Joined Financial Engines in 2017. Began his career in the financial services industry in 2007. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelor's degree in Business Administration & Finance from University of Kansas. Married to Ariel and they have a dog named Ember. Alex enjoys listening to live music, biking and attending pro sporting events. He has also visited all states except for Alaska.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2458612
FirmCRD# 13609
Series 6, 7, 65, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 708 North 1st Street,
Suite 342,
Minneapolis,
MN 
55401

Phone Number (612) 3395352

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.

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.



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