Jonathan A. Beehler

BRADY MARTZ WEALTH SOLUTIONS

GRAND FORKS, ND 58201

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CRD#: 6059904

Professional summary

Jonathan Andrew Beehler, who also goes by Jonathan Beehler, is a registered financial advisor currently at BRADY MARTZ WEALTH SOLUTIONS, LLC located in Grand Forks, North Dakota.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jonathan has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Beehler

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.

TENDIES AND DREAMS I, LLC POSITION: Treasurer NATURE: LLC created to hold private placement investments INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2023 ADDRESS: 4551 South Washington Street, Suite G, Grand Forks ND 58201, United States DESCRIPTION: part owner of LLC, evaluate investments for the LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Andrew Beehler'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: 401 Demers Ave Ste 300, Grand Forks, ND 58201

RIA

CRD#: 331043

GRAND FORKS, ND

Past

September 30, 2020 - July 13, 2024

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

BISMARCK, ND

Past

December 17, 2016 - July 13, 2024

AVANTAX PLANNING PARTNERS, INC.

RIA

CRD#: 106237

Grand Forks, ND

Past

November 4, 2016 - September 30, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

GRAND FORKS, ND

Past

December 3, 2013 - September 9, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

GRAND FORKS, 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

Minnesota
(8/13/2024)

IAR

North Dakota
(7/19/2024)

IAR

South Dakota
(8/13/2024)

IAR

Texas
(11/28/2024)

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 65

Date: 12/9/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/12/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/3/2013

Investment Company Products/Variable Contracts Representative 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

Jonathan A. Beehler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Andrew Beehler's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX PLANNING PARTNERS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

BRADY MARTZ WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/2016

Series 63

Date: 5/12/2014

SIE

Date: 10/1/2018

Series 6

Date: 12/3/2013

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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