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.

Current firm

BRADY MARTZ WEALTH SOLUTIONS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 12, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Exams

S65|S63

First exam

May 12, 2014

First registration

Dec 17, 2016

Dual registered

no

Other names

JONATHAN ANDREW BEEHLER|JONATHAN BEEHLER

IAPD individual key

6059904

• Occurred

  Jul 13, 2024
  Advisor changed firm

  Jonathan Andrew Beehler left Avantax Planning Partners, Inc. for Brady Martz Wealth Solutions, Llc (registered 2024-07-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:46a52c97-4b50-fb3a-7631-49b2ac7361e9

First observed

Dec 17, 2016

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed 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.