National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Amanda Cooney

Evergreen Financial Group

3161 Fernbrook Lane

Plymouth, MN 55447

612-339-5352

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

General Information

Firm Start Year

CRD#

4863387

Firm CRD#

13609

Insurance License#

20553274

Name of Broker/Dealer

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

States Licensed in

MN, AK, AZ, IA, MD

Years of Experience in Financial Services

18

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

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

Qualifications & Membership

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Life, Health

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Commissions

Disclosures

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

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1890453/financialadvisor-evergreen-financial-group-detailed-disclosure

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.