Zachary William Motl
Investment adviser representative at Brady Martz Wealth Solutions, LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
12 years in the industry.
- Brady Martz Wealth Solutions, LLCMay 2025 to now
- Northwestern Mutual Wealth Management CompanyFeb 2022 to May 2025
- Northwestern Mutual Investment Services LLCAug 2021 to May 2025
- Northwestern Mutual Life Insurance CompanyMay 2020 to May 2025
- PolarisAug 2019 to May 2020
- First Premier BankcardMay 2019 to Aug 2019
- University of South DakotaAug 2018 to May 2021
- Thurston TradingJun 2018 to Aug 2018
- Great Bear Ski ValleyJan 2017 to Jan 2020
- Fareway FoodsMay 2016 to May 2019
- Washington High SchoolAug 2014 to May 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 7222376
- Firm CRD
- 331043