Richard
Devick
Bond & Devick Wealth Partners
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About this Advisor
Richard Devick is a certified financial planner working in Minneapolis, Minnesota with 7 years of industry experience. Devick is on the advisory team at Bond & Devick Wealth Partners. Over the course of their career, they have held roles at Advisornet Financial, Inc, Bond & Devick Wealth Partners and Cetera Advisor Networks LLC. Devick holds a Series 63 license, which qualifies them as a securities agent, and is registered to work in Minnesota. Bond & Devick Wealth Partners is a registered investment company that has its headquarters in Minneapolis, MN. It oversees $500 million in total assets between its 1,158 customer accounts, placing it among the bigger financial advisory firms in the country 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 individuals who have more than $1 million in assets available to invest. Bond & Devick Wealth Partners offers a number 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 for financial management largely depend on the type of services. However, fees billed by Bond & Devick Wealth Partners can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bond & Devick Wealth Partners Brokerage Details
$500,219,379
12
1,158
$431,968
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
Richard Devick Work History
Richard has been registered as a financial advisor for 7 years.*
Bond & Devick Wealth Partners
Cetera Advisor Networks LLC
Advisornet Financial , 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 Richard Devick 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
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.