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ZJ

Zackary J. Johnson

BOND & DEVICK WEALTH PARTNERS
Saint Louis Park, MN 55426
Some features on this profile are disabled
CRD#: 7263988
ZJ

Professional summary

Zackary John Johnson, who also goes by Zack Johnson, is a registered financial advisor currently at BOND & DEVICK WEALTH PARTNERS located in Saint Louis Park, Minnesota.

Zackary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Zackary has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zack 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zackary John 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®
None

Experience

Current

March 18, 2024 - 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

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
(3/18/2024)

Exams

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)
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

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