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JB

Jonathan A. Beehler

BRADY MARTZ WEALTH SOLUTIONS
GRAND FORKS, ND 58201
Some features on this profile are disabled
CRD#: 6059904
JB

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.
The advisor shows no other business activity.

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.

BD
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.

BD
CRD#: 15708
GRAND FORKS, ND
Past

December 3, 2013 - September 9, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
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".
BM
BRADY MARTZ WEALTH SOLUTIONS, LLC
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/9/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/12/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/3/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BM
BRADY MARTZ WEALTH SOLUTIONS, LLC
BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD#: 331043 / SEC#: 801-130560

RIA
Registered Investment Advisory firm - (6/27/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
11

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRADY MARTZ WEALTH SOLUTIONS FORM ADV PART 2A (11/21/2025)

Regulatory assets under management

Total Number of Accounts1,046
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.

Company Information

BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD#: 331043Grand Forks, ND 58201

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