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Jonathan B
Series 63, Series 65
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Jonathan Beehler is a financial advisor with Brady Martz Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Avantax Investment Services, Inc., Proequities, Inc., and Avantax Planning Partners, Inc. He is a part owner and treasurer of Tendies and Dreams I, LLC, an entity created to evaluate private placement investments. 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 investment philosophy while offering coordinated services through its affiliation with an accounting firm and utilizing model and sub-advisory portfolios.
Jason E
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.
Monica M
Series 66
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Monica Murphy is a financial advisor with Brady Martz Wealth Solutions, LLC and holds a Series 66 designation. She has 16 years of industry experience, including roles at Avantax Investment Services, Inc., Avantax Planning Partners Inc., and ProEquities. Outside of her advisory work, she coaches and officiates in a recreational adult volleyball league through Bismarck Parks and Recreation. Brady Martz Wealth Solutions provides discretionary investment management and comprehensive financial planning to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold approach, utilizing model and sub-advisory portfolios along with integrated financial planning tools.
Logan Z
CFP®, Series 65
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Logan Zeisler is a CFP® with two years of industry experience and is currently associated with Brady Martz Wealth Solutions, LLC. His prior experience includes roles at Mariner Wealth Advisors, Farm Credit Services of America, and a term in the South Dakota State Legislature. Brady Martz Wealth Solutions offers 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 approach, operating across 12 offices and affiliated with an accounting firm to provide coordinated tax and insurance services.
Cole O
Series 65
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Cole O'Connell is a financial advisor at Brady Martz Wealth Solutions, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Brady Martz & Associates and Epic Companies. Brady Martz Wealth Solutions provides discretionary investment management, financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, diversified investment strategies and operates as a wholly owned subsidiary of an accounting firm, allowing integrated service offerings across tax and insurance.
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