Brady Martz Wealth Solutions, LLC

Overview

Brady Martz Wealth Solutions, LLC is an SEC registered investment adviser based in Grand Forks, ND, registered since 2024. It reports $795M in assets under management across 1,046 accounts, with 11 employees. It has 8 investment adviser representatives.

Reported AUM

$795M

Discretionary

100%

Accounts

1,046

Average account

$76K

Employees

11

Advisory reps

8

Registered since

2024

Jurisdictions

10

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Stacy Marie DuToit President CRD 6905264
• Joshua Ronald Opp Chief Compliance Officer CRD 7903962
• Amy Jo Haagenson Secretary, Treasurer CRD 7919245

Advisory reps 3 of 8

• Jonathan Andrew Beehler Insurance Agent · Investment Adviser Rep CRD 6059904
• Stephanie Lynn Bussan Investment Adviser Rep CRD 6717810
• Jason John Ernst Insurance Agent · Investment Adviser Rep CRD 4206687

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

401 Demers Ave Ste 300
Grand Forks, ND 58201

County

Grand Forks

Metro area

Grand Forks, ND-MN

Region

Midwest

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: bradymartz.com/brady-martz-wealth-solutions-llc

Every state, with registration dates

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