Grand Forks, ND logo

Grand Forks, ND Office

Team
Updated today
Brady Martz Wealth Solutions, LLC logo

Brady Martz Wealth Solutions, LLC

Team

Firm-wide stats for Brady Martz Wealth Solutions, LLC

Total advisors

8

Across 4 offices

Clients per advisor

55 Typical

Avg AUM per client

$1,800,132 High

HNW client ratio

31% Typical

About

Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals (including high-net-worth clients), trusts, businesses and qualified retirement plans. Like many team firms, it implements client accounts primarily through mutual funds and ETFs and offers ongoing portfolio oversight and planning services.

The firm’s investment approach emphasizes passive, asset-class diversification and a buy-and-hold philosophy, using model portfolios and sub-advisory portfolios provided by Focus Partners Advisor Solutions and research support from Dimensional Fund Advisors. Financial planning incorporates tools such as Monte Carlo simulation, and the firm will retain individual equities for tax or personal reasons and, when suitable, utilize less-liquid vehicles such as interval funds.

Two operational features that distinguish the firm are its multi-office platform (12 offices) and its ownership structure as a wholly owned subsidiary of an accounting firm, Brady Martz, PLLC, which enables coordinated service offerings with affiliated tax and insurance entities while maintaining separate engagements. BMWS also combines a substantial discretionary asset base (roughly $795 million) with outsourced sub-advisory and back-office relationships, which shapes its operational scale and portfolio implementation relative to many peers.

Based on Brady Martz Wealth Solutions, LLC

Expertise

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

Based on Brady Martz Wealth Solutions, LLC

Location

401 Demers Ave, Ste 300

Grand Forks ND 58201

Advisors at this office

5

Advisors at this office

user avatar

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.

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

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.

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

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.

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

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.

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

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.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")