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Joshua Ronald Opp

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Ronald Opp · GRAND FORKS, ND
Registration
CRD #7903962 · BRADY MARTZ WEALTH SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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# 7903962
Firm CRD# 331043
View on FINRA BrokerCheck →

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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.
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Other Advisors at BRADY MARTZ WEALTH SOLUTIONS, LLC

Todd Michael Vandusen
GRAND FORKS, ND
Amy Jo Haagenson
GRAND FORKS, ND
Stacy Marie Dutoit
GRAND FORKS, ND

More Advisors in GRAND FORKS, North Dakota

Derrick Peter Johnson
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Dakota
FARGO (29)MINOT (14)BISMARCK (5)
City Guides
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Research
Advisor Fees in North DakotaNational Fee Analysis
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