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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2026 | Present |
| Avantax Planning Partners, Inc. | Dubuque | IA | 08/2017 | 07/2024 |
| Brady Martz & Associates | Dickinson | ND | 10/2009 | Present |
| Brady Martz Wealth Solutions, Llc | Dickinson | ND | 07/2024 | Present |
| Avantax Planning Partners, Inc | Dubuque | IA | 06/2026 | Present |
1) I am a shareholder and certified public accountant with Brady, Martz & Associates, a regional CPA firm located in Dickinson, ND. I have been with Brady, Martz since October 1, 2009. I work approximately 2650 hours a year. I provide services that are typical of public accounting, including tax services, consulting, account services and valuation services to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. 2) BMA Properties, LLP, 401 Demers Avenue, Suite 300, Grand Forks, ND 58201. Real estate holding company owned by the shareholders of Brady, Martz & Associates, PC. Non-investment related. Partner. January 1, 2023 to present: Devotes approximately .5 hours per month, 0 of which are during securities trading hours. I have no duties or responsibilities related to this position.
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