Claim Profile
JO

Joshua Ronald Opp

BRADY MARTZ WEALTH SOLUTIONS, LLC·GRAND FORKS, North Dakota
Unclaimed Profile
401 DEMERS AVE, GRAND FORKS, ND 58201CRD# 7903962Firm CRD# 331043
01

About

Joshua Ronald Opp 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
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# 7903962
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.

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 Joshua Ronald Opp offer?
Joshua Ronald Opp specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GRAND FORKS, North Dakota for a consultation.
What are Joshua Ronald Opp's credentials?
Joshua Ronald Opp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Ronald Opp located?
Joshua Ronald Opp 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 Joshua Ronald Opp charge for services?
Joshua Ronald Opp'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 →
Nearby cities in North Dakota
Browse by specialty