Stephanie Lynn Bussan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 08/2017
  Hk Financial Services Inc.
  Dubuque, IA
• 08/2017 → 05/2018
  Hk Financial Services, Inc.
  Dubuque, IA
• 05/2018 → 01/2021
  Hk Financial Services, Inc.
  Dubuque, IA
• 03/2021 → 11/2022
  Avantax Advisory Services
  Dubuque, IA
• 01/2021 → 11/2022
  Avantax Planning Partners
  Dubuque, IA
• 11/2022 → 06/2024
  Creative Planning, Llc
  Dubuque, IA
• 07/2024 → Present
  Brady Martz Wealth Solutions, Llc
  Dubuque, IA

Previous Registrations

• 2022-11-08 → 2024-06-10
  Creative Planning
  Overland Park, KS
  Dubuque, IA
  Dubuque, IA
• 2021-03-22 → 2022-11-08
  Avantax Advisory Services
  Dubuque, IA
  Dallas, TX
• 2016-10-13 → 2022-11-08
  Avantax Planning Partners, Inc.
  Dubuque, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-30

Designations

• Certified Financial Planner