RD
Richard J. Devick
BOND & DEVICK WEALTH PARTNERS
Saint Louis Park, MN 55426
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CRD#: 2517289
RD
Professional summary
Richard James Devick, CFP®, who also goes by Rj Devick, is a registered financial advisor currently at BOND & DEVICK WEALTH PARTNERS located in Saint Louis Park, Minnesota.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Richard has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Retirement Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Rj Devick
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: University of MN International Adoption Clinic INVESTMENT RELATED: NO ADDRESS: 2512 S 7th St 3rd floor, Minneapolis, MN 55454 NATURE OF BUSINESS: CHARITY START DATE: 1/1/2019 POSITION/TITLE/RELATIONSHIP: Advisory Board Member APX NUMBER OF HOURS PER WEEK: 25 hours per year APX NUMBER OF HOURS DURING TRADING HOURS: 0 per year BRIEF DESCRIPTION OF DUTIES: Fundraising and advocacy work 2. NAME OF OTHER BUSINESS: People Serving People INVESTMENT RELATED: NO ADDRESS: Minneapolis, MN NATURE OF BUSINESS: CHARITY START DATE: 01/01/2023 POSITION/TITLE/RELATIONSHIP: Board Member APX NUMBER OF HOURS PER MONTH: 10 hours per APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Fundraising and advocacy work 3. 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: Treasurer / Secretary APX NUMBER OF HOURS PER MONTH: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HOA issues discussions. processing rent.
CRS (Client Relationship Summary) - RIA
Click below to view Richard James Devick's 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®
CFP®
Start date: 2005
Experience
Current
July 1, 2016 - Present
BOND & DEVICK WEALTH PARTNERS
Office #1: 600 South Highway 169, Suite 675, Saint Louis Park, MN 55426RIA
CRD#: 283682
Saint Louis Park, MN
Past
January 2, 2013 - July 12, 2016
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ST. LOUIS PARK, MN
Past
January 2, 2013 - July 20, 2016
ADVISORNET WEALTH PARTNERS
RIA
CRD#: 113074
ST. LOUIS PARK, MN
Past
August 9, 1994 - July 12, 2016
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ST. 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".
B&
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(7/1/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
B&
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)Upgrade to AdvisorCheck Premium
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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
15
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,239 |
| AUM (Assets Under Management) | $ 615,867,019 |
Red Flags
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Company Information
BOND & DEVICK WEALTH PARTNERS
CRD#: 283682Saint Louis Park, MN 55426TRUST BUT VERIFY
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Contact information
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