Stephanie Lynn Bussan
Investment adviser representative at Brady Martz Wealth Solutions, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$795.3MFirm assets
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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
11 years in the industry.
- Brady Martz Wealth Solutions, LLCJul 2024 to now
- Creative Planning, LLCNov 2022 to Jun 2024
- Avantax Advisory ServicesMar 2021 to Nov 2022
- Avantax Planning PartnersJan 2021 to Nov 2022
- HK Financial Services, Inc.Apr 2015 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (IA, ND).
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
- 6717810
- Firm CRD
- 331043