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Disclosures

Bond&Devick policies and business practices outlined

Form CRS (Client Relationship Summary)

Bond&Devick ADV (Company Brochure)

Bond&Devick ADV (Wrap Fee Brochure)

Bond&Devick Privacy Policy

For ADV addendums and supplements or questions regarding the above disclosures, please contact Teresa Devick, Chief Compliance Officer: teresa@bondanddevick.com

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Location

600 Highway 169 South Suite 675
St Louis Park MN 55426 

P: 952-591-0113
F: 952-591-0104

kris@bondanddevick.com 
rob@bondanddevick.com

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  • Home
  • About
    • Promise
    • Story
    • Meet Our Team
    • Our Services
    • Our Process
  • Who We Serve
    • Working Professionals and Families
    • Retired Individuals
    • Business Owners
    • Nonprofit Organizations
  • Impact
    • B Corp Certification
    • Values-Based Investing
    • Goal-Based Financial Planning
    • Community Involvement
    • Life Change Assistance and Senior Care
  • Resources
    • Useful Links
    • FAQs
    • Fees and Minimums
    • Affiliations
    • Disclosures
    • Careers

Form CRS | Bond & Devick Wealth Partners Disclosure Statement

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