Jonathan Andrew Beehler
Investment adviser representative at Brady Martz Wealth Solutions, LLC
10 yearsExperience
4 statesRegistered in
$795.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Brady Martz Wealth Solutions, LLCJul 2024 to now
- Avantax Investment Services, Inc.Sep 2020 to Jul 2024
- Proequities, IncOct 2016 to Sep 2020
- Avantax Planning Partners, Inc.Sep 2016 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 4 states (MN, ND, SD, TX).
Brady Martz Wealth Solutions, LLC
$795.3MAssets managed
448Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6059904
- Firm CRD
- 331043