Teresa A. Devick

BOND & DEVICK WEALTH PARTNERS

Saint Louis Park, MN 55426

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CRD#: 2241380

Professional summary

Teresa Ann Janicke Devick, who also goes by Teresa Ann Devick, Teresa Ann Janicke, is a registered financial advisor currently at BOND & DEVICK WEALTH PARTNERS located in Saint Louis Park, Minnesota.

Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Teresa has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Teresa Ann Devick | Teresa Ann Janicke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: CROSS Services INVESTMENT RELATED: NO ADDRESS: Minneapolis, MN NATURE OF BUSINESS: Food Shelf Housing Support START DATE: 1/1/2020 POSITION/TITLE/RELATIONSHIP: Board Member APX NUMBER OF HOURS PER MONTH: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: legal support, donor relations support, general business support 2. NAME OF OTHER BUSINESS: Stony Point Properties LLC INVESTMENT RELATED: NO ADDRESS: Maple Grove, MN NATURE OF BUSINESS: owns a house in Chicago START DATE: 2/1/2024 POSITION/TITLE/RELATIONSHIP: President APX NUMBER OF HOURS PER MONTH: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HOA issues discussions. processing rent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Ann Janicke Devick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 1, 2016 - Present

BOND & DEVICK WEALTH PARTNERS

Office #1: 600 South Hwy 169 Suite 675, Saint Louis Park, MN 55426

RIA

CRD#: 283682

Saint Louis Park, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOND & DEVICK WEALTH PARTNERS

BOND & DEVICK | BOND & DEVICK WEALTH PARTNERS | BOND & DEVICK FINANCIAL NETWORK, INC. | BOND & DEVICK FINANCIAL NETWORK

CRD#: 283682 / SEC#: 801-107852

RIA

Registered Investment Advisory firm - (6/1/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(12/1/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/1/2016

Uniform Investment Adviser Law Examination

Current Firm

BOND & DEVICK WEALTH PARTNERS

BOND & DEVICK | BOND & DEVICK WEALTH PARTNERS | BOND & DEVICK FINANCIAL NETWORK, INC. | BOND & DEVICK FINANCIAL NETWORK

CRD#: 283682 / SEC#: 801-107852

RIA

Registered Investment Advisory firm - (6/1/2016 Approved)

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Contact information

Main Address

600 South Hwy 169 Suite 675, Saint Louis Park, MN 55426

Mailing Address

Phone number

(952) 591-0113

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A - FIRM BROCHURE (2/20/2025)

FORM ADV 2A APP. 1 WRAP BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts	1,239
AUM (Assets Under Management)	$ 615,867,019

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Teresa A. Devick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Ann Janicke Devick's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOND & DEVICK WEALTH PARTNERS

Primary Firm SEC Registration

BOND & DEVICK WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2016

Current Firm

BOND & DEVICK WEALTH PARTNERS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOND & DEVICK WEALTH PARTNERS

TRUST BUT VERIFY

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