Zachary W. Motl

BRADY MARTZ WEALTH SOLUTIONS

Sioux Falls, SD 57108

Some features on this profile are disabled

CRD#: 7222376

Professional summary

Zachary William Motl, who also goes by Zach Motl, is a registered financial advisor currently at BRADY MARTZ WEALTH SOLUTIONS, LLC located in Sioux Falls, South Dakota.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Zachary has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach Motl

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.

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary William Motl'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

May 14, 2025 - Present

BRADY MARTZ WEALTH SOLUTIONS, LLC

Office #1: 7001 S Lyncrest Place Suite 200, Sioux Falls, SD 57108

RIA

CRD#: 331043

Sioux Falls, SD

Past

March 20, 2024 - May 2, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

SIOUX FALLS, SD

Past

January 8, 2021 - May 2, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SIOUX FALLS, SD

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

South Dakota
(5/14/2025)

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

Series 63

Date: 2/8/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/8/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/11/2020

Securities Industry Essentials Examination

Current Firm

BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD#: 331043 / SEC#: 801-130560

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See 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

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.

Similar Advisors

Mary Ann Ferreira

THE ENSEMBLE TEAM

IAR

SEATTLE, WA

Casey Berrall

BKM WEALTH MANAGEMENT

IAR

Brookfield, WI

Jonathan Bruschi

RBC CAPITAL MARKETS, LLC

IAR

MORRISTOWN, NJ

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary W. Motl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary William Motl's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRADY MARTZ WEALTH SOLUTIONS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

BRADY MARTZ WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/8/2021

Series 7TO

Date: 1/8/2021

SIE

Date: 12/11/2020

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

Similar Advisors