Robert Bruce Caverly Jr
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rob Bruce Caverly Jr, Rob Bruce Caverly, Robbie Bruce Caverly Jr
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
BOND & DEVICK | BOND & DEVICK WEALTH PARTNERS | BOND & DEVICK FINANCIAL NETWORK, INC. | BOND & DEVICK FINANCIAL NETWORK
Contact Information
Main Address
600 South Hwy 169 Suite 675, Saint Louis Park, MN 55426Phone Number
(952) 591-0113# of Employees
16SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,301AUM (Assets Under Management)
$705,527,786Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BOND & DEVICK | BOND & DEVICK WEALTH PARTNERS | BOND & DEVICK FINANCIAL NETWORK, INC. | BOND & DEVICK FINANCIAL NETWORK
State Registrations and Notice Filings
(7/1/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Bruce Caverly JR's CRS (Customer Relationship Summary).
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