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Sabrina Ann Fay

Sabrina A. Fay

BOND & DEVICK WEALTH PARTNERS | Financial Advisor
Saint Louis Park, MN 55426
Some features on this profile are disabled
CRD#: 6197098
Sabrina Ann Fay

Professional summary

Sabrina Ann Fay, CFP®, who also goes by Sabrina A. Fay, Sabrina Fay, Sabrina Ann Marek, is a registered financial advisor currently at BOND & DEVICK WEALTH PARTNERS located in Saint Louis Park, Minnesota.

Sabrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Sabrina has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Retirement Planning
Small Business Planning
Tax Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Sabrina A. Fay | Sabrina Fay | Sabrina Ann Marek

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabrina Ann Fay'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®

Certified Financial Planner

Start date: 2020

Experience

Current

December 13, 2023 - 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

July 22, 2022 - September 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
EDINA, MN
Past

July 22, 2022 - September 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
EDINA, MN
Past

November 18, 2013 - July 25, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Oakdale, MN
Past

July 17, 2013 - July 25, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Oakdale, 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
(12/13/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/1/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/2013
General Securities Representative Examination

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
16

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 (3/10/2026)
FORM ADV 2A APP. 1 WRAP BROCHURE (3/10/2026)

Regulatory assets under management

Total Number of Accounts1,301
AUM (Assets Under Management)$ 705,527,786

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

Financial AdvisorCRD#: 283682Saint Louis Park, MN 55426

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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