Unclaimed Profile

Stacy Marie Dutoit

BRADY MARTZ WEALTH SOLUTIONS, LLC·GRAND FORKS, North Dakota

Series 65Clean record8 years registeredBRADY MARTZ WEALTH SOLUTIONS, LLC

401 DEMERS AVE, GRAND FORKS, ND 58201CRD# 6905264Firm CRD# 331043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stacy Marie Dutoit · GRAND FORKS, ND

Registration

CRD #6905264 · BRADY MARTZ WEALTH SOLUTIONS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRADY MARTZ WEALTH SOLUTIONS, LLC

AVANTAX PLANNING PARTNERS, INC.

Feb 2018 – Sep 2024

Bismarck, ND

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 5, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD 331043 · SEC 801-130560

AUM

$599M

Regulatory assets under management

Employees

485 client accounts

Services offered by BRADY MARTZ WEALTH SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRADY MARTZ WEALTH SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Stacy Marie Dutoit offer?

Stacy Marie Dutoit specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Stacy Marie Dutoit's credentials?

Stacy Marie Dutoit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacy Marie Dutoit located?

Stacy Marie Dutoit is based in GRAND FORKS, North Dakota, last registered with BRADY MARTZ WEALTH SOLUTIONS, LLC.

How does Stacy Marie Dutoit charge for services?

Stacy Marie Dutoit'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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