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Evergreen Financial
Minneapolis, MN

Frank Rezack

MBA
When you face life's changes, it's imperative that you get the right answers.
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Meet Frank

Introduction - Frank Rezack
Introduction - Frank Rezack
What Should I Do with My 401K? - Frank Rezack
What Should I Do with My 401K? - Frank Rezack
Mutual Funds ETFs - Frank Rezack
Mutual Funds ETFs - Frank Rezack
Getting Started on the Right Track - Frank Rezack
Getting Started on the Right Track - Frank Rezack
Early Retirement - Frank Rezack
Early Retirement - Frank Rezack
Video Transcripts

Frank Rezack has been an Independent Financial Advisor with Berthel-Fisher Financial Services, Inc. since 2001. He attended Concordia College in Moorhead, and the University of Minnesota Twin Cities. He currently holds a Series 7, 63, 65 and 66 securities licenses in addition to Life/Accident/Health and Annuity insurance licenses to provide a full range of tools to meet your investment needs.

With over 23 years experience in financial planning and wealth…

Frank Rezack has been an Independent Financial Advisor with Berthel-Fisher Financial Services, Inc. since 2001. He attended Concordia College in Moorhead, and the University of Minnesota Twin Cities. He currently holds a Series 7, 63, 65 and 66 securities licenses in addition to Life/Accident/Health and Annuity insurance licenses to provide a full range of tools to meet your investment needs.

With over 23 years experience in financial planning and wealth management, working with retirees and executives, and their families from 3M, Ecolab, Andersen Windows, Medtronic, Cargill, UPS and many Fortune 1000 companies, Mr. Rezack brings a wealth of knowledge to the investing process. While working with many families Frank has gained the experience to navigate the many financial hurdles and unexpected changes that happen in life.

In his spare time, Frank is an avid hiker and outdoors man and has hiked both the 310 mile Superior Hiking Trail, and 1455 miles of the 2189 mile Appalachian Trail. On weekends you'll frequently find him fishing in his boat, pheasant hunting or skiing in the winter.

Family life is important and he lives in Rosemount with his wife, 2 golden retrievers and a Jack Russell terrier, raising all kinds of produce in the family garden and spending time with his 7 grandchildren.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
Tax Planning
College Planning
Estate Planning
Alternative Investments

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets
Fee & Commission
Hourly

Education

Bachelors
MBA
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