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Stephanie Lynn Bussan

Advisor at Brady Martz Wealth Solutions, LLC — Dubuque, IA

Updated today

Credentials

CFP®, Series 65

Experience

9 years

Location

Dubuque, IA

Brady Martz Wealth Solutions, LLC logo

Brady Martz Wealth Solutions, LLC

Team

Total advisors

9

Across 5 offices

Clients per advisor

49 Typical

Avg AUM per client

$1,800,132 High

HNW client ratio

31% Typical

About

Stephanie Bussan is a CFP® with nine years of industry experience. She is currently with Brady Martz Wealth Solutions, LLC and has previously worked at Creative Planning, LLC, Avantax Advisory Services, and HK Financial Services, Inc. Brady Martz Wealth Solutions provides 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 philosophy, using model portfolios and research support from partners such as Dimensional Fund Advisors.

Client services

Based on Brady Martz Wealth Solutions, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Brady Martz Wealth Solutions, LLC

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management

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Fee options

Fixed

Financial planning fixed fees up to $10,000, based on estimate of hours needed

Percentage

$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%

Commissions

Some employees are licensed insurance agents and may receive commissions for insurance product transactions, but not obligatory for clients

Project-based

Financial planning hourly rates range from $200 to $300 per hour

Other

Minimum fee: $2,000 minimum for financial planning services Fee-only: Financial planning fees charged separately on project, fixed rate or hourly basis

Location

See office

Dubuque, IA

Dubuque IA

Advisors at this office

1

Most active in

Iowa · North Dakota

Work history

9 years of industry experience

Brady Martz Wealth Solutions, LLC

2024 - Present • 2 years

Dubuque, IA

Creative Planning, LLC

2022 - 2024 • 2 years

Dubuque, IA

Avantax Advisory Services

2021 - 2022 • 1 year

Dubuque, IA

Avantax Planning Partners

2021 - 2022 • 1 year

Dubuque, IA

HK Financial Services, Inc.

2018 - 2021 • 3 years

Dubuque, IA

HK Financial Services, Inc.

2017 - 2018 • 1 year

Dubuque, IA

HK Financial Services Inc.

2015 - 2017 • 2 years

Dubuque, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John A

ChFC®, Series 63, Series 66

Galena, IL

Investments By Design, Inc

John Anderson is a financial advisor at Investments By Design, Inc with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Anderson has led Investments By Design since 2012. Investments By Design provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and some corporate or business entities. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing various strategies including long- and short-term trading, short sales, margin, and options writing, alongside traditional asset allocations.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Mark S

CFP®, CFA®

Peosta, IA

Vestera Wealth LLC

Mark Stevens is a CFP® and CFA® credentialed advisor with 14 years of industry experience. He is currently the principal of Vestera Wealth LLC, an independent firm established in 2025. His prior experience includes roles at HTLF, ATCapital Management, and American Trust. Vestera Wealth LLC provides investment advisory and wealth management services to individuals, trusts, businesses, and charitable organizations, with a focus on high-net-worth clients. The firm employs a primarily long-term investment approach using ETFs, individual securities, mutual funds, structured products, and alternative investments, combining multiple analytical methods and ongoing oversight of independent managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
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David S

CFP®, Series 63, Series 65

Galena, IL

Benchmark Capital Group Ltd.

David Swisher is a CFP® professional with 28 years of industry experience, currently advising clients at Benchmark Capital Group Ltd. since 2009. He also engages in tax preparation and consulting through Academy Advisors Ltd. and serves as a trustee on his spouse’s living trust and irrevocable life insurance trust. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of investment strategies including fundamental and technical analysis and offers both long- and short-term approaches tailored to client objectives.

General retirement planning Income planning General tax planning Active portfolio management Founder/Business Owner
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Richard H

Series 63, Series 65

Galena, IL

Benchmark Capital Group Ltd.

Richard Hahn is a financial advisor at Benchmark Capital Group Ltd. in Galena, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Benchmark Capital Group Ltd. since 2012. Benchmark Capital Group Ltd. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary and non-discretionary portfolio management, financial planning, and employer retirement-plan consulting. The firm manages approximately $174 million and employs a varied investment approach that includes fundamental and technical analysis, supporting both long- and short-term strategies tailored to client needs.

General retirement planning Income planning General tax planning Active portfolio management Founder/Business Owner
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Ricky W

CFP®, Series 63

Dubuque, IA

Stackstone Wealth, LLC

Ricky Winslow is a financial advisor at StackStone Wealth, LLC with over 32 years of industry experience. He holds the CFP® designation and Series 63 license and has previously worked for Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory role, Winslow manages RLW, LLC, a consulting business focused on operations and management. StackStone Wealth provides investment management, financial planning, ERISA plan advisory, and third-party manager selection services to institutions, retirement plans, trusts, and individuals. The firm combines active and passive investment strategies with diversified asset allocation and tactical approaches, managing approximately $1.49 billion across several thousand accounts.

Private / alternative investments Active portfolio management Founder/Business Owner
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Aiden D

Series 66

Dubuque, IA

Stackstone Wealth, LLC

Aiden Dunne is a financial advisor at Stackstone Wealth, LLC in Dubuque, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Stackstone Wealth, he worked at Ameriprise and GreatAmerica Financial Services. Stackstone Wealth provides investment management, financial planning, ERISA plan advisory, and manager selection services to institutions, retirement plans, trusts, and individual clients. The firm combines active and passive management with tactical asset allocation and uses independent managers and alternatives where appropriate.

Private / alternative investments Active portfolio management Founder/Business Owner
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