Bond & Devick Wealth Partners

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

600 Hwy 169 S Ste 875, Minneapolis, Minn...

Phone Number

(952) 591-0113

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Bond & Devick Wealth Partners

Bond & Devick Wealth Partners is a fiduciary financial planning firm established in 1982, dedicated to providing goals-based financial planning and investment services. They focus on aligning clients' investments with their personal values and goals, ensuring a comprehensive financial planning experience. The firm serves a diverse clientele, including individuals and nonprofit organizations, and emphasizes a team approach with experienced CERTIFIED FINANCIAL PLANNERS. As a B Corporation, they are committed to ethical practices and community involvement, aiming to sustain an enduring firm for future generations.Explore more
Bond & Devick Wealth Partners's Social MediaPopular SearchesBond & Devick Wealth PartnersDevick Financial NetworkBond & Devick Financial NetworkBond&Devick Wealth PartnersBond & DevickSIC Code 62,628NAICS Code 52,523Show more

Bond & Devick Wealth Partners Org Chart

PhoneEmail
Robert Caverly, President at Bond & Devick Wealth Partners
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bond & Devick Wealth Part...

<$5M
11-50
Private
-
1982
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
2006
JM
Jennifer MurphyFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2015
LO
Lexi OnishenkoDirector, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bond & Devick Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bond & Devick Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bond & Devick Wealth Partners.

Bond & Devick Wealth Partners Tech Stack

A closer look at the technologies used by Bond & Devick Wealth Partners

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Frequently Asked Questions Regarding Bond & Devick Wealth Partners

What is Bond & Devick Wealth Partners's official website?
Bond & Devick Wealth Partners's official website is www.bondanddevick.com
What is Bond & Devick Wealth Partners's Revenue?
Bond & Devick Wealth Partners's revenue is <$5 Million
What is Bond & Devick Wealth Partners's SIC code?
Bond & Devick Wealth Partners's SIC: 62,628
What is Bond & Devick Wealth Partners's NAICS code?
Bond & Devick Wealth Partners's NAICS: 52,523
How many employees does Bond & Devick Wealth Partners have?
Bond & Devick Wealth Partners has 11-50 employees
What industry does Bond & Devick Wealth Partners belong to?
Bond & Devick Wealth Partners is in the industry of: Finance, Securities Trading
What is Bond & Devick Wealth Partners competition?
Bond & Devick Wealth Partners top competitors include: Stockade Wealth Management, Bayntree Wealth Advisors, Waterford Advisors, The Holland Group
What technology does Bond & Devick Wealth Partners use?
Some of the popular technologies that Bond & Devick Wealth Partners uses are: Microsoft 365, Microsoft Exchange Online
How do I contact Bond & Devick Wealth Partners?
Bond & Devick Wealth Partners contact info: Phone number: (952) 591-0113 Website: www.bondanddevick.com
What does Bond & Devick Wealth Partners do?

Bond & Devick Wealth Partners is a fiduciary financial planning firm established in 1982, dedicated to providing goals-based financial planning and investment services. They focus on aligning clients' investments with their personal values and goals, ensuring a comprehensive financial planning experience. The firm serves a diverse clientele, includ... ing individuals and nonprofit organizations, and emphasizes a team approach with experienced CERTIFIED FINANCIAL PLANNERS. As a B Corporation, they are committed to ethical practices and community involvement, aiming to sustain an enduring firm for future generations.Read More

What are Bond & Devick Wealth Partners social media links?
Bond & Devick Wealth Partners Linkedin page Bond & Devick Wealth Partners Twitter page Bond & Devick Wealth Partners Facebook page
Is Bond & Devick Wealth Partners a public company?
Bond & Devick Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Bond & Devick Wealth Partners

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