Advisor at Brady Martz Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Grand Forks, ND 58201
Credentials
Series 63, Series 65
Industry experience
12 years
Jonathan Beehler is a financial advisor with Brady Martz Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Avantax Investment Services, ProEquities, and Northwestern Mutual. He is also a treasurer and part owner of Tendies and Dreams I, LLC, an entity that holds private placement investments. Brady Martz Wealth Solutions offers discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment approach, utilizing model portfolios and sub-advisory support, and operates as a wholly owned subsidiary of an accounting firm to provide coordinated services alongside affiliated tax and insurance entities.
Based on Brady Martz Wealth Solutions, LLC
Based on Brady Martz Wealth Solutions, LLC
Financial planning fixed fees up to $10,000, based on estimate of hours needed
$0+: Investment Management Services: tiered based on total assets under management, but exact tiers not explicitly listed in brochure; fees are negotiable. $0 - $1,000,000: Employee Benefit Retirement Plan Services: BMWS fee 0.70%, FPAS fee 0.20%, Total 0.90% $1,000,001 - $5,000,000: BMWS fee 0.45%, FPAS fee 0.15%, Total 0.60% $5,000,001 - $10,000,000: BMWS fee 0.25%, FPAS fee 0.08%, Total 0.33% $10,000,001+: BMWS fee 0.15%, FPAS fee 0.05%, Total 0.20%
Some employees are licensed insurance agents and may receive commissions for insurance product transactions, but not obligatory for clients
Financial planning hourly rates range from $200 to $300 per hour
Minimum fee: $2,000 minimum for financial planning services Fee-only: Financial planning fees charged separately on project, fixed rate or hourly basis
401 Demers Ave, Ste 300
Grand Forks, ND 58201
Minnesota · North Dakota · South Dakota · Texas
Brady Martz Wealth Solutions, LLC
2024 - Present (2 years)
Avantax Investment Services, INC.
2020 - 2024 (4 years)
ProEquities, Inc
2016 - 2020 (4 years)
Avantax Planning Partners, Inc.
2016 - 2024 (8 years)
Northwestern Mutual Wealth Management Company
2016 - 2016 (1 year)
Northwestern Mutual Investment Management
2013 - 2016 (3 years)
NORTHWESTERN MUTUAL LIFE Insurance Company
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Grand Forks, ND
Blake Wealth Strategies
Jason Blake is the principal advisor at Blake Wealth Strategies in Grand Forks, ND, holding a Series 65 credential with nine years of industry experience. He previously worked at Gradient Advisors, LLC, and has operated his own financial services business since 2016. In addition to advisory services, he is involved in life insurance and annuities through Blake Financial Strategies. Blake Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management using third-party platforms, standalone financial planning, and retirement plan services, emphasizing fundamental analysis and longer-term purchase strategies tailored to client objectives.
Series 65
Grand Forks, ND
21st Financial
Charlie Andrys is the sole advisor at 21st Financial and holds a Series 65 designation. He has been with 21st Financial since 2025 and previously worked in mining and lawn care industries. 21st Financial provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, and closely held businesses. The firm uses fundamental and technical analysis to build diversified, long-term portfolios and incorporates cryptocurrency allocations, including Bitcoin and related instruments, for suitable clients.
CFP®, Series 63, Series 65
Grand Forks, ND
Johnson Wealth Management, LLC
Derrick Johnson is a CFP® with 24 years of experience, currently serving at Johnson Wealth Management, LLC in Grand Forks, ND. He has been with the firm since its founding in 2002. Outside of advisory work, he is involved in real estate development through two companies. Johnson Wealth Management provides fee-only financial planning and discretionary investment management to a range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes a low-cost, passive investment approach grounded in Modern Portfolio Theory and manages assets through a small-team model supported by institutional subadvisors.
Series 65
Grand Forks, ND
Johnson Wealth Management, LLC
James Mortenson is a financial advisor at Johnson Wealth Management, LLC in Grand Forks, ND, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Cwm, LLC, Creighton University, Dakota Business Lending, and Minnesota State University of Moorhead. Johnson Wealth Management provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes low-cost, passive index and ETF strategies with global diversification, managing approximately $256.8 million for a concentrated client base through a small advisory team supported by institutional subadvisor relationships.
Series 66
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Jason Ernst is a financial advisor at Brady Martz Wealth Solutions, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services, Inc., ProEquities, Inc., Honkamp Krueger Financial Services Inc., and U.S. Bancorp Investments. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy, supported by model and sub-advisory portfolios, and integrates financial planning tools such as Monte Carlo simulation.
Series 65
Grand Forks, ND
Tencap Wealth Coaching
Raymond German is a financial advisor with Tencap Wealth Coaching and holds a Series 65 credential. He has 10 years of industry experience and is also the president of German Law Group, a law firm specializing in estate planning, trust administration, and probate. He has worked at Tencap Wealth Coaching since 2024 and has been involved with INVEST WISE, LLC dba German Wealth since 2014. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm delivers investment advice primarily through tailored discretionary asset management and also offers co-advisory services with third-party managers.
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