Matthew
Farris
Bond & Devick Wealth Partners
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About this Advisor
Matthew Farris is a financial advisor based in Minneapolis, Minnesota, working with Bond & Devick Wealth Partners. Matthew has previously held positions at Exchange Capital Management, Black Rock Inc, Sidley Austin LLP, Splitting Fares LLC, Princeton Men's Ice Hockey, Mindful Asset Planning, and Bond & Devick Wealth Partners. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Matthew is part of Bond & Devick Wealth Partners, which operates out of Minneapolis, Minnesota. The firm has 12 employees and manages assets totaling $557.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Bond & Devick Wealth Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bond & Devick Wealth Partners Brokerage Details
$557,332,991
12
1,196
$465,997
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Farris Work History
Bond & Devick Wealth Partners
Exchange Capital Management
Mindful Asset Planning
Exchange Capital Management
Black Rock Inc
Sidley Austin Llp
Splitting Fares LLC
Princeton Mens Ice Hockey
Disclosures
Please visit the SEC profile of Matthew Farris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bond & Devick Wealth Partners
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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