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Stephanie Lynn Bussan

Brady Martz Wealth Solutions, LLC

Grand Forks, ND

Dubuque, IA

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Current Employers
Brady Martz Wealth Solutions, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2024-07-19
IA RA APPROVED 2024-07-15
  • ND RA
    APPROVED
    Since 2024-07-19
  • IA RA
    APPROVED
    Since 2024-07-15

Branch Locations

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

Dubuque, IA • 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
Hk Financial Services Inc. Dubuque IA 04/2015 08/2017
Hk Financial Services, Inc. Dubuque IA 08/2017 05/2018
Hk Financial Services, Inc. Dubuque IA 05/2018 01/2021
Avantax Advisory Services Dubuque IA 03/2021 11/2022
Avantax Planning Partners Dubuque IA 01/2021 11/2022
Creative Planning, Llc Dubuque IA 11/2022 06/2024
Brady Martz Wealth Solutions, Llc Dubuque IA 07/2024 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-30
  • S65 Uniform Investment Adviser Law Examination
    2016-09-30
Designations

View on SEC IAPD

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