Bond&Devick Wealth Partners

    OverviewSuggest Edit

    As a team, Bond&Devick’s objective is to help clients reach their long-term goals and dreams. They aim to be your primary retirement planning resource by helping you arrange your financial affairs in the most efficient and effective way. They are unique in that they use Goals-Based Planning to measure progress toward achieving your goals. Since their firm’s establishment in 1982, they have been proud to help many clients plan for and reach their dreams.zz

    HQMinneapolis, US

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    Employees (est.) (Sep 2019)2

    Key People/Management at Bond&Devick Wealth Partners

    Rj Devick

    Rj Devick

    Partner, Certified Financial Planner
    Andy Feterl

    Andy Feterl

    Partner, Certified Financial Planner
    Kristine Bisanz

    Kristine Bisanz

    Partner, Communications Director
    Rob Caverly

    Rob Caverly

    Partner, Director of Wealth Management and Operations
    Brittany Metzig

    Brittany Metzig

    Certified Financial Planner, Certified National Social Security Advisor
    Rachel Sinnen

    Rachel Sinnen

    Operations Manager
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    Bond&Devick Wealth Partners Office Locations

    Bond&Devick Wealth Partners has an office in Minneapolis
    Minneapolis, US (HQ)
    600 US-169 #875
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    Bond&Devick Wealth Partners Online and Social Media Presence

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    Bond&Devick Wealth Partners Blogs

    Cleaning Up Your Old Data and Devices

    Over the years, many of us have accumulated a mountain of CDs, hard drives, devices, online accounts, and other mediums that store information that are unused. Outside of the key information you kept stored on purpose for long-term use or retrieval, it is good to periodically assess and dispose of u…

    B&D featured in Sunrise Banks Blog

    Part of our commitment of "Doing Business for Good" is teaming up with like-minded companies to share ideas on how to effectively run a business while balancing profit and purpose. Sunrise Banks is one of companies we have partnered with to "do good". See the link below for their latest blog featuri…

    Knowing both your Sleep Number™ and your Risk Number will help you sleep at night

    The stock market continues to gyrate around any bit of news around the trade war between the US and China.  Turn on the news and you notice rising tensions in the Middle East between Iran, the US and now Great Britain.  Two of the largest earthquakes recorded in years rock southern California.  The …

    Planned Giving Goes Further

    There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise…

    Temperament is what makes a good long-term investor

    The stock market continues to confound the “experts” and confuse the novices.  One of our favorite Warren Buffett quotes is, “the most important quality for an investor is temperament, not intellect.”  If you had been listening to the investment news programs at the beginning of the year you would h…

    Blindsided by your 2018 taxes? How to prepare now for your 2019 return

    Some taxpayers are feeling a little battle-weary after filing their 2018 returns. People are shell-shocked. Either they got less of a refund than they expected, or they've been hit with a surprise tax bill because they didn't adjust their withholdings to account for changes to the tax code. Others…
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    Bond&Devick Wealth Partners Frequently Asked Questions

    • Who are Bond&Devick Wealth Partners key executives?

      Bond&Devick Wealth Partners's key executives are Rj Devick, Andy Feterl and Kristine Bisanz.

    • How many employees does Bond&Devick Wealth Partners have?

      Bond&Devick Wealth Partners has 2 employees.

    • Who are Bond&Devick Wealth Partners competitors?

      Competitors of Bond&Devick Wealth Partners include Greenline Community Ventures, Clearinghouse CDFI and Generous Minds.

    • Where is Bond&Devick Wealth Partners headquarters?

      Bond&Devick Wealth Partners headquarters is located at 600 US-169 #875, Minneapolis.

    • Where are Bond&Devick Wealth Partners offices?

      Bond&Devick Wealth Partners has an office in Minneapolis.

    • How many offices does Bond&Devick Wealth Partners have?

      Bond&Devick Wealth Partners has 1 office.