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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Stephanie Lynn Bussan

Advisor at BRADY MARTZ WEALTH SOLUTIONS, LLC

GRAND FORKS, ND | DUBUQUE, IA

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Search this name across graphsid dfx:ria:8aec9633-bd1e-b225-9f7e-7f12351d77a2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Oct 13, 2016 to Sep 15, 2026

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

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: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Sep 30, 2016
First registration: Oct 13, 2016
Dual registered: no
IAPD individual key: 6717810

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BRADY MARTZ WEALTH SOLUTIONS, LLC	Independent wealth	Jul 15, 2024	n/a	yes	GRAND FORKS, ND\|DUBUQUE, IA	Current employment
CREATIVE PLANNING	Independent wealth	Nov 8, 2022	Jun 10, 2024	no	OVERLAND PARK, KS\|Dubuque, IA\|Dubuque, IA	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Mar 22, 2021	Nov 8, 2022	no	DUBUQUE, IA\|DALLAS, TX	Previous registration
AVANTAX PLANNING PARTNERS, INC.	Bd affiliated wealth	Oct 13, 2016	Nov 8, 2022	no	DUBUQUE, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVE PLANNING	BRADY MARTZ WEALTH SOLUTIONS, LLC	Jun 10, 2024	Jul 15, 2024	35	Firm change	RIA to new firm
AVANTAX ADVISORY SERVICES	CREATIVE PLANNING	Nov 8, 2022	Nov 8, 2022	0	Firm change	Ibd to RIA
AVANTAX PLANNING PARTNERS, INC.	AVANTAX ADVISORY SERVICES	Nov 8, 2022	Mar 22, 2021	-596	Firm change after gap	RIA to ibd

Relationships

Registered with (4)

→ BRADY MARTZ WEALTH SOLUTIONS, LLCRegistered adviserregistration: current employment
Jul 15, 2024 to presentfactForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Nov 8, 2022 to Jun 10, 2024factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Mar 22, 2021 to Nov 8, 2022factForm ADV
→ AVANTAX PLANNING PARTNERS, INC.Registered adviserregistration: previous registration
Oct 13, 2016 to Nov 8, 2022factForm ADV

Dated events

Occurred
Jun 10, 2024
Advisor changed firm
Stephanie Lynn Bussan left Creative Planning for Brady Martz Wealth Solutions, Llc (registered 2024-07-15)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2022
Advisor changed firm
Stephanie Lynn Bussan left Avantax Advisory Services for Creative Planning (registered 2022-11-08)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2022
Advisor changed firm
Stephanie Lynn Bussan left Avantax Planning Partners, Inc. for Avantax Advisory Services (registered 2021-03-22)
Form ADVobserved 4 days ago