Bond & Devick Wealth Partners

Bond & Devick Wealth Partners (CRD# 283682) is a financial advisory firm headquartered in Saint Louis Park, MN. They manage $286,800,000 in 830 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    830
    ACCOUNTS
  • Average Account Value
    $345,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, LA, MN, NM, OR, SD, TX, WA, WI

Financial Advisors at Bond & Devick Wealth Partners
Showing 1 - 5 of 5 top financial advisors.
1
Richard J. Devick
CRD#: 2517289
600 South Highway 169, Suite 875, Saint Louis Park, MN 55426
96
Wealthminder
score

Richard Devick (CRD# 2517289) is an Investment Advisor Representative working at Bond & Devick Wealth Partners in Saint Louis Park, MN and has over 23 years of experience in the finance industry. Richard Devick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Andrew R. Feterl
CRD#: 2823958
600 South Highway 169, Suite 875, Saint Louis Park, MN 55426
96
Wealthminder
score

Andrew Feterl (CRD# 2823958) is an Investment Advisor Representative working at Bond & Devick Wealth Partners in Saint Louis Park, MN and has over 21 years of experience in the finance industry. Andrew Feterl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brittany J. Metzig
CRD#: 4150541
600 South Highway 169, Suite 875, Saint Louis Park, MN 55426
96
Wealthminder
score

Brittany Metzig (CRD# 4150541) is an Investment Advisor Representative working at Bond & Devick Wealth Partners in Saint Louis Park, MN and has over 18 years of experience in the finance industry. Brittany Metzig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert B. Caverly
CRD#: 6213948
600 South Highway 169, Suite 875, Saint Louis Park, MN 55426
90
Wealthminder
score

Robert Caverly (CRD# 6213948) is an Investment Advisor Representative working at Bond & Devick Wealth Partners in Saint Louis Park, MN and has over 4 years of experience in the finance industry.

5
Teresa A. Devick
CRD#: 2241380
600 South Hwy 169,, Suite 875, Saint Louis Park, MN 55426
88
Wealthminder
score

Teresa Devick (CRD# 2241380) is an Investment Advisor Representative working at Bond & Devick Wealth Partners in Saint Louis Park, MN and has 1 year of experience in the finance industry.

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