Chief Compliance Officer · Bond & Devick Wealth Partners
Teresa A. Devick
CRD 2241380 · Named on Form ADV at one SEC-registered adviser
At a glance
Bond & Devick Wealth Partners, an SEC-registered wealth manager based in Saint Louis Park, MN with $706 million in regulatory assets, lists Teresa A. Devick on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Bond & Devick Wealth PartnersChief Compliance OfficerWealth manager · Saint Louis Park, MN · $706M in regulatory assets
AtlasMembers
Teresa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Richard J. DevickManaging Member & Chief Executive Officer, Bond & Devick Wealth Partners
- Andrew R. FeterlManaging Member, Bond & Devick Wealth Partners
- Robert B. CaverlyPresident & Managing Member, Bond & Devick Wealth Partners
- Kristine A. BisanzManaging Member, Bond & Devick Wealth Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Teresa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.