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portrait of Devon J Roehrich
FINANCIAL ADVISOR

Devon J Roehrich

CFP®, ABFP™
14525 Highway 7 Suite 190, Minnetonka, MN 55345opens in a new window
Client by Referral
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About Devon

We sincerely care for you and your financial well-being more than anyone who does not have your last name. Born and raised in North Dakota, I had the opportunity to watch my father selflessly build his financial services practice through humble service and unmatched dedication. He taught me to sincerely value helping people for the right reasons and to always tell the truth.

Our practice serves primarily successful working professionals, baby boomers, business owners and pre-retirees who, among other things, aspire to have an ideal retirement. We have developed and refined a process that helps put the pieces of the...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Portfolio Reviews

Work History

  • Edward JonesFebruary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ABFP™

    Accredited Behavioral Finance Professional™

Education

  • Univ of ND-Grand ForksBachelor of Business Admin
  • Univ of ND-Grand ForksBachelors

Team Members

  • Carol Asplund
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(952) 238-8140

Fax

(855) 464-7042

Office Address

14525 Highway 7 Suite 190
Minnetonka, MN 55345opens in a new window

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