AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RC

Robert B. Caverly

BOND & DEVICK WEALTH PARTNERS
Saint Louis Park, MN 55426
Some features on this profile are disabled
CRD#: 6213948
RC

Professional summary

Robert Bruce Caverly JR, CFP®, who also goes by Rob Bruce Caverly Jr, Rob Bruce Caverly, Robbie Bruce Caverly Jr, is a registered financial advisor currently at BOND & DEVICK WEALTH PARTNERS located in Saint Louis Park, Minnesota.

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

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rob Bruce Caverly Jr | Rob Bruce Caverly | Robbie Bruce Caverly Jr

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.
Minnesota Thunder Academy; not investment-related; Richfield, MN; Youth Sports Organization; President of the Board; 02/2020; 10 hours per month; 0 during securities hours; Manage the youth sports board of directors and executive director

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Bruce Caverly JR'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: 2016

Experience

Current

July 1, 2016 - Present

BOND & DEVICK WEALTH PARTNERS

Office #1: 600 South Highway 169, Suite 675, Saint Louis Park, MN 55426
RIA
CRD#: 283682
Saint Louis Park, MN
Past

February 21, 2014 - July 11, 2016

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
ST. LOUIS PARK, MN
Past

February 21, 2014 - July 11, 2016

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
ST. LOUIS PARK, MN
Past

August 26, 2013 - October 24, 2013

EDWARD JONES

RIA
CRD#: 250
ST. LOUIS, MO
Past

August 6, 2013 - October 24, 2013

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
RR
IAR
Series 66
Date: 8/23/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/11/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/5/2013
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)
FORM ADV 2A APP. 1 WRAP 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

TRUST BUT VERIFY

Monitor Robert Caverly

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Chad Jonathan Rusten
Chad RustenAdvisorCheck Check Mark
ELEMENT SQUARED PRIVATE WEALTH
IAR
Minneapolis, MN
JD
Janai DeittAdvisorCheck Check Mark
THRIVENT INVESTMENT MANAGEMENT INC.
IAR
RR
McKinney, TX
SS
Steven SchmidtAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
ST. LOUIS PARK, MN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics