Zackary John Trevis
Investment adviser representative at Bond & Devick Wealth Partners
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$705.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Bond & Devick Wealth PartnersJun 2021 to now
- Mcnellis & AsatoJun 2020 to Aug 2020
- Red Wing ShoesSep 2017 to Jun 2021
- Prestige PoolsJul 2016 to Sep 2018
- Hastings High SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Bond & Devick Wealth Partners
Legal name: Bond & Devick Financial Network, Inc.
$705.5MAssets managed
518Clients
10Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7263988
- Firm CRD
- 283682