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Robert Bruce Caverly

BOND & DEVICK FINANCIAL NETWORK, INC.·SAINT LOUIS PARK, Minnesota
SIE, Series 7, Series 66CFPClean record12 years registeredBOND & DEVICK FINANCIAL NETWORK, INC.
600 SOUTH HWY 169, SAINT LOUIS PARK, MN 55426CRD# 6213948Firm CRD# 283682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Bruce Caverly · SAINT LOUIS PARK, MN
Registration
CRD #6213948 · BOND & DEVICK FINANCIAL NETWORK, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

BOND & DEVICK WEALTH PARTNERS
Jul 2016 – present
CETERA ADVISOR NETWORKS LLC
Feb 2014 – Jul 2016
ST. LOUIS PARK, MN
EDWARD JONES
Aug 2013 – Oct 2013
ST. LOUIS, MO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 26, 2013
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOND & DEVICK FINANCIAL NETWORK, INC.
CRD 283682 · SEC 801-107852
AUM
$557M
Regulatory assets under management
Employees
12
1,196 client accounts
Services offered by BOND & DEVICK FINANCIAL NETWORK, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BOND & DEVICK FINANCIAL NETWORK, INC. →
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05

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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 at BOND & DEVICK FINANCIAL NETWORK, INC.

Teresa Ann Devick
SAINT LOUIS PARK, MN
Andrew Raymond Feterl
SAINT LOUIS PARK, MN
CFP
Richard James Devick
SAINT LOUIS PARK, MN
CFP

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