Nicholas
Johnson

Bond & Devick Wealth Partners

CRD#5989826
Investment Advisor
in Minneapolis, MN

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About this Advisor

Nicholas Johnson is a certified financial planner who works in Minneapolis, Minnesota, who has 5 years of industry experience. Johnson currently works for Bond & Devick Wealth Partners. During their career, the advisor has held roles at The Vanguard Group, Inc, Ffp Wealth Management, Northwestern Mutual Investment Services, LLC, Jeff Manderfeld, Beth Picha, Northwestern Mutual Wealth Management Company and Bond & Devick Wealth Parnters. Johnson maintains a Series 63 license, which qualifies them as a securities representative, and is able to operate in Minnesota. Bond & Devick Wealth Partners is a registered investment company that has its headquarters in Minneapolis, MN. It oversees $500 million in assets under management between its 1,158 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 1,158 accounts, 52% are held by high-net-worth investors who have at least $1 million in assets available to invest. Bond & Devick Wealth Partners performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which service is provided. However, fees charged by Bond & Devick Wealth Partners most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 South Hwy 169 Suite 675
Minneapolis, MN 55426

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Bond & Devick Wealth Partners Brokerage Details

Total Assets Under Management

$500,219,379

MN Average: $5,289,111,388
Total Number of Employees

12

MN Average: 157
Total Number of Accounts

1,158

MN Average: 8,262
Average Account Size

$431,968

MN Average: $640,173

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

Nicholas Johnson Work History

Nicholas has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Bond & Devick Wealth Parnters

2018 - 2018 (< 1 year)

Jeff Manderfeld

2018 - 2018 (< 1 year)

Beth Picha

2018 - 2018 (< 1 year)

Northwestern Mutual Wealth Management Company

2017 - 2018 (1 year)

Northwestern Mutual Investment Services, LLC

2017 - 2018 (1 year)

Jeff Manderfeld

2015 - 2017 (2 years)

Ffp Wealth Management

2011 - 2015 (4 years)

The Vanguard Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicholas Johnson 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

Robert Caverly
Minneapolis, MN
Andrew Feterl
Minneapolis, MN
Brittany Metzig
Minneapolis, MN
Nicholas Johnson
Minneapolis, MN
Teresa Devick
Minneapolis, MN
Richard Devick
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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