AC
AC

Amanda Rae Cooney

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
2,942 clients
Average Client Portfolio
$271K average
Assets Under Management
$798.1M

Fee Structure

Minimum Investment:$25K
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Location

3161 Fernbrook Lane, Plymouth, MN, 55447

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amanda is an operations manager at Evergreen Financial Group, dedicating full-time hours to managing the office, marketing, and scheduling seminars. She also works as a shopper for Shipt, dedicating a few hours per week, and sells health and life insurance as an insurance producer, dedicating minimal time to this activity.

Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
August 2023 - Present · 2 yrs 6 mos
Bfc Planning, INC.
February 2020 - Present · 6 yrs
Berthel, Fisher & Company Financial Services, INC.Broker
February 2007 - Present · 19 yrs
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
October 2006 - February 2007 · 4 mos
State Registrations8 states
ARAZFLIAMDMNMONV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.