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NJ

Nicholas R. Johnson

BOND & DEVICK WEALTH PARTNERS
Saint Louis Park, MN 55426
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CRD#: 5989826
NJ

Professional summary


Nicholas R Johnson, CFP®, who also goes by Nicholas R Johnson, Nicholas Ryan Johnson, Nick Johnson, is a registered financial advisor currently at BOND & DEVICK WEALTH PARTNERS located in Saint Louis Park, Minnesota.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Nicholas has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Nicholas R Johnson | Nicholas Ryan Johnson | Nick Johnson

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.
Estate planning for family member; not investment-related; Saint Louis Park, MN; estate planning assistance; 10/2021; 2-5 per month; 1-3 hours per month during trading hours

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Nicholas R Johnson'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®
CFP®

Start date: 2015

Experience


Current

October 16, 2018 - 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
Past

September 11, 2017 - August 17, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LAKE ELMO, MN
Past

January 6, 2016 - May 25, 2017

FFP WEALTH MANAGEMENT

RIA
CRD#: 115155
MINNEAPOLIS, MN
Past

November 9, 2011 - September 11, 2015

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

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
(10/16/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 11/21/2011
Uniform Securities Agent State Law Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts1,239
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.

Company Information


BOND & DEVICK WEALTH PARTNERS

CRD#: 283682Saint Louis Park, MN 55426

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