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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD 331043

GRAND FORKS, ND

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32b59053-673b-bcfb-e668-956b35214146

Data as of Jun 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: May 28, 2024 to Jun 16, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $795MItem 5.F on the latest filing (2026-06-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $795M
Private client RAUM: $790MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $99.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 8
Offices: 11Schedule D 1.F, beyond the principal office
Accounts: 1,046
Individual clients: 305
High net worth clients: 134
SEC number: 801-130560
CRD: 331043
Filings on the tape: 7
First filed: May 28, 2024
Latest filed: Jun 16, 2026
Organised: Limited Liability Company, ND
Website: bradymartz.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Stephanie Lynn Bussan	Certified Financial Planner	GRAND FORKS, ND \| DUBUQUE, IA	2	11	3	no
JASON JOHN ERNST	n/a	BISMARCK, ND \| GRAND FORKS, ND	2	26	4	no
MONICA LYNN MURPHY	n/a	BISMARCK, ND \| GRAND FORKS, ND	2	18	4	no
JONATHAN ANDREW BEEHLER	n/a	GRAND FORKS, ND	2	12	1	no
Zachary William Motl	Certified Financial Planner\|Chartered Financial Consultant	Sioux Falls, SD \| GRAND FORKS, ND	1	12	1	no
Ted Andrew Ferik	Chartered Financial Analyst	GRAND FORKS, ND \| ORANGE, CT	1	15	2	no
Cole James Mark O'Connell	n/a	Fargo, ND \| GRAND FORKS, ND	0	11	n/a	no
Logan James Zeisler	Certified Financial Planner	GRAND FORKS, ND \| BISMARCK, ND	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRADY MARTZ, LLC	Owner	E	yes	05/2024	May 28, 2024	Oct 25, 2024
BRADY, MARTZ & ASSOCIATES, P.C.	ELECTED MANAGER	F	yes	05/2024	May 28, 2024	Oct 25, 2024
DuToit, Stacy, Marie	President	Na	yes	10/2024	Oct 25, 2024	Oct 25, 2024
OPP, JOSHUA, RONALD	CHIEF COMPLIANCE OFFICER	Na	yes	05/2024	May 28, 2024	Oct 25, 2024
HAAGENSON, AMY, JO	SECRETARY / TREASURER	Na	no	05/2024	May 28, 2024	Oct 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRADY MARTZ INSURANCE SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a
BRADY, MARTZ & ASSOCIATES, P.C.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bismarck	Nd	United States	2	no
Crookston	Mn	United States	1	no
THIEF RIVER FALLS	Mn	United States	1	no
Bismarck	Nd	United States	1	no
Dickinson	Nd	United States	1	no
Fargo	Nd	United States	1	no
Minot	Nd	United States	1	no
Marion	Sd	United States	1	no
SIOUX FALLS	Sd	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jan 8, 2025	$599M	$599M	5	4	11	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	8	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$795M	n/a	n/a	n/a	n/a	11	n/a	11	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AVANTAX PLANNING PARTNERS, INC.	4	Jul 13, 2024	Jul 19, 2024	GRAND FORKS, ND	Team lift out	Ibd to new firm	1.9%

Relationships

Registered with (9)

← Logan James ZeislerAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← Cole James Mark O'ConnellAdvisorregistration: current employment
Sep 29, 2025 to presentfactForm ADV
← Ted Andrew FerikAdvisorregistration: current employment
Jul 25, 2025 to presentfactForm ADV
← Zachary William MotlAdvisorregistration: current employment
May 14, 2025 to presentfactForm ADV
← JASON JOHN ERNSTAdvisorregistration: current employment
Jul 19, 2024 to presentfactForm ADV
← MONICA LYNN MURPHYAdvisorregistration: current employment
Jul 19, 2024 to presentfactForm ADV
← JONATHAN ANDREW BEEHLERAdvisorregistration: current employment
Jul 19, 2024 to presentfactForm ADV
← Stephanie Lynn BussanAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← Brian Paul FisherAdvisorregistration: previous registration
Jul 19, 2024 to Oct 30, 2024factForm ADV

Controls (4)

← DuToit, Stacy, MarieOwnerPRESIDENT, ownership code NA, individual
Oct 25, 2024 to Oct 25, 2024factForm ADV
← OPP, JOSHUA, RONALDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 28, 2024 to Oct 25, 2024factForm ADV
← BRADY MARTZ, LLCOwnerOWNER, ownership code E, domestic entity
May 28, 2024 to Oct 25, 2024factForm ADV
← BRADY, MARTZ & ASSOCIATES, P.C.OwnerELECTED MANAGER, ownership code F, domestic entity
May 28, 2024 to Oct 25, 2024factForm ADV

Owns (1)

← HAAGENSON, AMY, JOOwnerSECRETARY / TREASURER, ownership code NA, individual
May 28, 2024 to Oct 25, 2024factForm ADV

Moved with (1)

← AVANTAX PLANNING PARTNERS, INC.Registered adviser4 advisors, team lift out
Jul 13, 2024 to Jul 19, 2024factForm ADV

Dated events

Occurred
Nov 21, 2025
Regulatory AUM changed
Brady Martz Wealth Solutions, Llc reported RAUM $795.3M, up 33% from $599.4M (2025-07-25 to 2025-11-21)
Form ADVobserved 4 days ago
$196M
Occurred
Oct 30, 2024
Advisor changed firm
Brian Paul Fisher left Brady Martz Wealth Solutions, Llc for Cetera Investment Advisers Llc (registered 2026-06-10)
Form ADVobserved 4 days ago
Occurred
Oct 25, 2024
Control person left
Michael Todd Vandusen (President) no longer on Schedule A of Brady Martz Wealth Solutions, Llc (listed 2024-07-15, absent 2024-10-25)
Form ADVobserved 4 days ago
Occurred
Oct 25, 2024
Control person joined
Marie Stacy Dutoit (President) appeared on Schedule A of Brady Martz Wealth Solutions, Llc
Form ADVobserved 4 days ago
Occurred
Jul 13, 2024
Team lift-out
4 advisors left Avantax Planning Partners, Inc. (Grand Forks, ND) for Brady Martz Wealth Solutions, LLC within 4 days
Form ADVobserved 4 days ago
4 advisors
Occurred
May 28, 2024
First Form ADV filing
Brady Martz Wealth Solutions, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:32b59053-673b-bcfb-e668-956b35214146
First observed: May 28, 2024
Last observed: Jun 16, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD 331043

GRAND FORKS, ND

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32b59053-673b-bcfb-e668-956b35214146

Data as of Jun 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:44 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Stephanie Lynn Bussan

Certified Financial Planner

GRAND FORKS, ND | DUBUQUE, IA

JASON JOHN ERNST

n/a

BISMARCK, ND | GRAND FORKS, ND

MONICA LYNN MURPHY

n/a

BISMARCK, ND | GRAND FORKS, ND

JONATHAN ANDREW BEEHLER

n/a

GRAND FORKS, ND

Zachary William Motl

Certified Financial Planner|Chartered Financial Consultant

Sioux Falls, SD | GRAND FORKS, ND

Ted Andrew Ferik

Chartered Financial Analyst

GRAND FORKS, ND | ORANGE, CT

Cole James Mark O'Connell

n/a

Fargo, ND | GRAND FORKS, ND

n/a

Logan James Zeisler

Certified Financial Planner

GRAND FORKS, ND | BISMARCK, ND

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRADY MARTZ, LLC

Owner

yes

05/2024

May 28, 2024

Oct 25, 2024

BRADY, MARTZ & ASSOCIATES, P.C.

ELECTED MANAGER

yes

05/2024

May 28, 2024

Oct 25, 2024

DuToit, Stacy, Marie

President

yes

10/2024

Oct 25, 2024

OPP, JOSHUA, RONALD

CHIEF COMPLIANCE OFFICER

yes

05/2024

May 28, 2024

Oct 25, 2024

HAAGENSON, AMY, JO

SECRETARY / TREASURER

05/2024

May 28, 2024

Oct 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRADY MARTZ INSURANCE SOLUTIONS, LLC

n/a

yes

n/a

BRADY, MARTZ & ASSOCIATES, P.C.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bismarck

United States

Crookston

United States

THIEF RIVER FALLS

United States

Bismarck

United States

Dickinson

United States

Fargo

United States

Minot

United States

Marion

United States

SIOUX FALLS

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jan 8, 2025

$599M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$795M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AVANTAX PLANNING PARTNERS, INC.

Jul 13, 2024

Jul 19, 2024

GRAND FORKS, ND

Team lift out

Ibd to new firm

1.9%