Bond&Devick Wealth Partners

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    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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    Latest Updates

    Employees (est.) (Sept 2020)2
    Cybersecurity ratingAMore

    Key People/Management at Bond&Devick Wealth Partners

    Kristine Bisanz

    Kristine Bisanz

    Partner, Communications Director
    Rachel Sinnen

    Rachel Sinnen

    Operations Manager
    Teresa Devick

    Teresa Devick

    Chief Compliance Officer and Technology Manager
    Chris Gaffron

    Chris Gaffron

    Office 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 Financials and Metrics

    Bond&Devick Wealth Partners Cybersecurity Score

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    Bond&Devick Wealth Partners Online and Social Media Presence

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    Bond&Devick Wealth Partners Blogs

    B&D Market Insights with Anne Kinsman

    On Tuesday, May 26th Bond&Devick held a Market Insights Webinar with guest speaker Anne Kinsman, Senior Regional Advisor Consultant with Putnam Investments Ms. Kinsman is responsible for providing sales and marketing support to financial advisors. She joined Putnam in 1995 and has been in the i…

    The Path Forward

    The Path Forward Client conversations have changed recently, especially with those who live in Minnesota.  Maybe it’s the warmer weather as someone today told us, with pure joy, that they were looking forward to mowing the lawn today – a chance to get out of the house and enjoy the sunshine.  Or pe…

    Stock Market Clichés as Indicators for Today’s Investment Environment

    Here is a list of some of our favorite stock market sayings and how they could be interpreted today. Don’t fight the Fed.  In many instances, it has been very bullish when the Federal Reserve is focused on providing stability and credit for financial institutions.  If the Fed is determined to con…

    Happy Earth Day 2020 - 50th Anniversary

    Happy 50th Earth Day! Below are links to the history of Earth Day, to what you can do as an individual to make a difference, what businesses have done to help, and some digital events taking place since actual events have been canceled due to more

    Volatility is the Price to be Paid for Opportunity

    We hope you and your loved ones are safe and healthy.  Last week, one of our clients said she doesn’t feel stuck at home, she feels blessed to be safe at home.  These are our sentiments as well, even though we miss seeing our clients, our teammates, and our friends and more

    The CARES Act - Recap and Highlights

    CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law on Friday, March 27th to help individuals, businesses, and other entities affected by the COVID-19 pandemic. Below highlights some of the provisions that will affect individuals. Federal Rebates The rebate distribution …
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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 Kristine Bisanz, Rachel Sinnen and Teresa Devick.

    • 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.