Cole James mark O'connell
Investment adviser representative at Brady Martz Wealth Solutions, LLC
11 yearsExperience
2 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
11 years in the industry.
- Brady Martz Wealth Solutions, LLCSep 2025 to now
- Brady Martz & AssociatesJun 2024 to Sep 2025
- Epic CompaniesMay 2024 to May 2024
- Brady Martz & AssociatesMar 2023 to Oct 2023
- Brady Martz & AssociatesJan 2022 to Sep 2022
- Brady Martz & AssociatesFeb 2021 to Apr 2021
- Concordia CollegeAug 2020 to May 2024
- Absolute Fire ProtectionApr 2020 to Aug 2020
- UnemployedJul 2018 to Mar 2020
- Moorhead High SchoolSep 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 8167036
- Firm CRD
- 331043