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Robert Bruce Caverly

BOND & DEVICK FINANCIAL NETWORK, INC.·SAINT LOUIS PARK, Minnesota
Unclaimed Profile
600 SOUTH HWY 169, SAINT LOUIS PARK, MN 55426CRD# 6213948Firm CRD# 283682
01

About

Robert Bruce Caverly is a registered financial advisor based in SAINT LOUIS PARK, Minnesota, affiliated with BOND & DEVICK FINANCIAL NETWORK, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BOND & DEVICK FINANCIAL NETWORK, INC.
BOND & DEVICK WEALTH PARTNERS
AUM
$557M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BOND & DEVICK FINANCIAL NETWORK, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6213948
Firm CRD# 283682
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Bruce Caverly offer?
Robert Bruce Caverly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT LOUIS PARK, Minnesota for a consultation.
What are Robert Bruce Caverly's credentials?
Robert Bruce Caverly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Bruce Caverly located?
Robert Bruce Caverly is based in SAINT LOUIS PARK, Minnesota, working with BOND & DEVICK FINANCIAL NETWORK, INC.. Their office serves clients in the SAINT LOUIS PARK metropolitan area and surrounding communities.
How does Robert Bruce Caverly charge for services?
Robert Bruce Caverly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOND & DEVICK FINANCIAL NETWORK, INC.?
BOND & DEVICK FINANCIAL NETWORK, INC. has approximately 12 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAINT LOUIS PARK
Kristine Ann Bisanz — BOND & DEVICK FINANCIAL NETWORK, INC.Jonathan Wayne Liang — CTB FINANCIAL SERVICES, LTD.Ozro Charles Brown — CTB FINANCIAL SERVICES, LTD.Richard James Devick — BOND & DEVICK FINANCIAL NETWORK, INC.Teresa Ann Devick — BOND & DEVICK FINANCIAL NETWORK, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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