Monica L. Murphy

BRADY MARTZ WEALTH SOLUTIONS

BISMARCK, ND 58501

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CRD#: 5018194

Professional summary

Monica Lynn Murphy, who also goes by Monica Lynn Hoghaug, Monica Murphy, is a registered financial advisor currently at BRADY MARTZ WEALTH SOLUTIONS, LLC located in Bismarck, North Dakota.

Monica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Monica has worked at 7 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Monica Lynn Hoghaug | Monica Murphy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BISMARCK PARKS AND RECREATION; NOT INVESTMENT RELATED; 400 E. FRONT AVENUE, BISMARCK, ND 58504; LEADER AND PROVIDER OF PUBLIC PROGRAMS, FACILITIES AND LEISURE SERVICES; ADULT VOLLEYBALL COACH; START DATE 9/12/16, 28-32 HOURS A MONTH NOT DURING SECURITIES HOURS, OFFICIATES A RECREATIONAL ADULT VOLLEYBALL LEAGUE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monica Lynn Murphy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 19, 2024 - Present

BRADY MARTZ WEALTH SOLUTIONS, LLC

Office #1: 115 N 2nd Street, Bismarck, ND 58501

RIA

CRD#: 331043

BISMARCK, ND

Past

September 30, 2020 - July 13, 2024

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

BISMARCK, ND

Past

November 22, 2016 - December 22, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

BISMARCK, ND

Past

November 22, 2016 - July 13, 2024

AVANTAX PLANNING PARTNERS, INC.

RIA

CRD#: 106237

Bismarck, ND

Past

November 14, 2016 - September 30, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BISMARCK, ND

Past

February 17, 2009 - January 13, 2015

EIDE BAILLY ADVISORS, LLC

RIA

CRD#: 113564

BISMARK, ND

Past

January 28, 2009 - January 12, 2015

SECURITIES AMERICA, INC.

CRD#: 10205

BISMARCK, ND

Past

January 22, 2008 - May 8, 2008

WADDELL & REED

RIA

CRD#: 866

BISMARCK, ND

Past

October 16, 2007 - May 8, 2008

WADDELL & REED

CRD#: 866

BISMARCK, ND

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD#: 331043 / SEC#: 801-130560

RIA

Registered Investment Advisory firm - (6/27/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Dakota
(7/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/15/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/24/2011

General Securities Principal Examination

Current Firm

BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD#: 331043 / SEC#: 801-130560

RIA

Registered Investment Advisory firm - (6/27/2024 Approved)

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Contact information

Main Address

401 Demers Ave Ste 300, Grand Forks, ND 58201

Mailing Address

Phone number

(701) 223-1717

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRADY MARTZ WEALTH SOLUTIONS FORM ADV PART 2A (11/13/2025)

Regulatory assets under management

Total Number of Accounts	1,046
AUM (Assets Under Management)	$ 795,298,629

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Monica L. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monica Lynn Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX INVESTMENT SERVICES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

AVANTAX PLANNING PARTNERS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

EIDE BAILLY ADVISORS, LLC

SECURITIES AMERICA, INC.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

BRADY MARTZ WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/15/2008

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/15/2007

Series 24

Date: 6/24/2011

Current Firm

BRADY MARTZ WEALTH SOLUTIONS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRADY MARTZ WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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