AdvisorOS Directory
Claim Profile
AH

Amy Jo Haagenson

BRADY MARTZ WEALTH SOLUTIONS, LLC·GRAND FORKS, North Dakota
Unclaimed Profile
401 DEMERS AVE, GRAND FORKS, ND 58201CRD# 7919245Firm CRD# 331043
01

About

Amy Jo Haagenson is a registered financial advisor based in GRAND FORKS, North Dakota, affiliated with BRADY MARTZ WEALTH SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRADY MARTZ WEALTH SOLUTIONS, LLC
BRADY MARTZ WEALTH SOLUTIONS, LLC
AUM
$599M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BRADY MARTZ WEALTH SOLUTIONS, LLC →
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
Regulatory
SEC/IARD CRD# 7919245
Firm CRD# 331043
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GRAND FORKS?

Browse all registered financial advisors in GRAND FORKS, North Dakota or claim this profile if it's yours.

Browse GRAND FORKS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Amy Jo Haagenson offer?
Amy Jo Haagenson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GRAND FORKS, North Dakota for a consultation.
What are Amy Jo Haagenson's credentials?
Amy Jo Haagenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Jo Haagenson located?
Amy Jo Haagenson is based in GRAND FORKS, North Dakota, working with BRADY MARTZ WEALTH SOLUTIONS, LLC. Their office serves clients in the GRAND FORKS metropolitan area and surrounding communities.
How does Amy Jo Haagenson charge for services?
Amy Jo Haagenson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRADY MARTZ WEALTH SOLUTIONS, LLC?
BRADY MARTZ WEALTH SOLUTIONS, LLC has approximately 5 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GRAND FORKS
Derrick Peter Johnson — JOHNSON WEALTH MANAGEMENT, LLCTodd Michael Vandusen — BRADY MARTZ WEALTH SOLUTIONS, LLCJoshua Ronald Opp — BRADY MARTZ WEALTH SOLUTIONS, LLCStacy Marie Dutoit — BRADY MARTZ WEALTH SOLUTIONS, LLC
Nearby cities in North Dakota
FARGO (29)MINOT (14)BISMARCK (5)
City Guides
FARGO GuideMINOT GuideBISMARCK Guide
Research
Advisor Fees in North DakotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile