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Zachary William Motl

Brady Martz Wealth Solutions, LLC

Grand Forks, ND

Sioux Falls, SD

CRD 7222376

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Employer firm

Brady Martz Wealth Solutions, LLC CRD 331043

$795M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Brady Martz Wealth Solutions, Llc

401 Demers Ave Ste 300, Grand Forks, ND 58201 • United States

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2025-05-14
  • SD RA
    APPROVED
    Since 2025-05-14

Branch Locations

401 Demers Ave Ste 300, Grand Forks, ND 58201 • United States

7001 S Lyncrest Place Suite 200, Sioux Falls, SD 57108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Washington High School Sioux Falls SD 08/2014 05/2018
University Of South Dakota Vermilion SD 08/2018 05/2021
Thurston Trading Sioux Falls SD 06/2018 08/2018
Great Bear Ski Valley Sioux Falls SD 01/2017 01/2020
Fareway Foods Sioux Falls SD 05/2016 05/2019
First Premier Bankcard Sioux Falls SD 05/2019 08/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2020 05/2025
Northwestern Mutual Investment Services Llc Sioux Falls SD 08/2021 05/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2022 05/2025
Polaris Vermillion SD 08/2019 05/2020
Brady Martz Wealth Solutions, Llc Sioux Falls SD 05/2025 Present
  • 08/2014 → 05/2018
    Washington High School
    Sioux Falls, SD
  • 08/2018 → 05/2021
    University Of South Dakota
    Vermilion, SD
  • 06/2018 → 08/2018
    Thurston Trading
    Sioux Falls, SD
  • 01/2017 → 01/2020
    Great Bear Ski Valley
    Sioux Falls, SD
  • 05/2016 → 05/2019
    Fareway Foods
    Sioux Falls, SD
  • 05/2019 → 08/2019
    First Premier Bankcard
    Sioux Falls, SD
  • 05/2020 → 05/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2021 → 05/2025
    Sioux Falls, SD
  • 02/2022 → 05/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2019 → 05/2020
    Polaris
    Vermillion, SD
  • 05/2025 → Present
    Sioux Falls, SD
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-02-08
  • S63 Uniform Securities Agent State Law Examination
    2021-02-08
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Zachary William Motl
  • Zach Motl

View on SEC IAPD

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