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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.

top-8-questions

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.
Business Ownership; Other; Other; 13145 56th Street N, , Stillwater, MN, 55082; Not Investment-Related; 04/24/2020; 0 hours per month; 0 during trading hours / Other; Other; 1077 Helmo Ave N Ste 120, , Oakdale, MN, 55128; Not Investment-Related; 06/01/2019; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Fay; Sabrina; Board Member at Large; 1600 University Ave #301, , St Paul, MN, 55104; Not Investment-Related; 03/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Fay; Sabrina; Immediate Past Chair; 1600 University Ave W #301, , St Paul, MN, 55104; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Fay; Sabrina; Board Member; 2712 41st Avenue South, , Minneapolis, MN, 55406; Not Investment-Related; 08/01/2021; 1 to 9 hours per month; 0 during trading hours / Fay; Sabrina A; Vice President/Communication; PO Box 119, , Lake Elmo, MN, 55042; Not Investment-Related; 07/14/2023; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; MINNESOTA STATE UNIVERSITY -- Advisor Board; Advisor for Women Certificate Program; 13 South Road, , Mankata, MN, 56001; Not Investment-Related; 03/01/2022; 0 during trading hours; 1 to 9 hours per month. HCPL Global; not investment-related; Tampa, FL; Delivers IT professionals; Subject Matter Expert; 08/2025; 10 hours per month; 0 hours per month during securities trading hours; Assessment Writer for Certified Financial Planner Topics, including providing feedback to improve AI-generated content.

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®

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
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

Financial AdvisorCRD#: 283682Saint Louis Park, MN 55426

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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