Brian P. Fisher

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CRD#: 6839061

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Paul Fisher was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 2017. Brian had worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

1) I am a shareholder and certified public accountant with Brady, Martz & Associates, a regional CPA firm located in Dickinson, ND. I have been with Brady, Martz since October 1, 2009. I work approximately 2650 hours a year. I provide services that are typical of public accounting, including tax services, consulting, account services and valuation services to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. 2) BMA Properties, LLP, 401 Demers Avenue, Suite 300, Grand Forks, ND 58201. Real estate holding company owned by the shareholders of Brady, Martz & Associates, PC. Non-investment related. Partner. January 1, 2023 to present: Devotes approximately .5 hours per month, 0 of which are during securities trading hours. I have no duties or responsibilities related to this position.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 19, 2024 - October 30, 2024

BRADY MARTZ WEALTH SOLUTIONS, LLC

RIA

CRD#: 331043

DICKINSON, ND

Past

August 21, 2017 - July 17, 2024

AVANTAX PLANNING PARTNERS, INC.

RIA

CRD#: 106237

Dickinson, 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.

Visual representation of state registrations

This advisor is not registered in any state.

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

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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Brian P. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BRADY MARTZ WEALTH SOLUTIONS, LLC

AVANTAX PLANNING PARTNERS, INC.

Primary Firm SEC Registration

BRADY MARTZ WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

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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