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BRADY MARTZ WEALTH SOLUTIONS, LLC
BRADY MARTZ WEALTH SOLUTIONS, LLC
GRAND FORKS, North Dakota
·
4 registered advisors
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CRD# 331043
SEC# 801-130560
10
701-223-1717
01
Firm Overview
AUM
$599M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at BRADY MARTZ WEALTH SOLUTIONS, LLC
4 registered advisors
Amy Jo Haagenson
GRAND FORKS, North Dakota
CRD# 7919245
Joshua Ronald Opp
GRAND FORKS, North Dakota
CRD# 7903962
Stacy Marie Dutoit
GRAND FORKS, North Dakota
CRD# 6905264
Todd Michael Vandusen
GRAND FORKS, North Dakota
CRD# 4579171
05
Office Locations
GRAND FORKS, North Dakota
4 advisors
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Data sourced from SEC Form ADV filings. BRADY MARTZ WEALTH SOLUTIONS, LLC (CRD# 331043) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.