Brian Paul Fisher

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

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

• 06/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2017 → 07/2024
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 10/2009 → Present
  Brady Martz & Associates
  Dickinson, ND
• 07/2024 → Present
  Brady Martz Wealth Solutions, Llc
  Dickinson, ND
• 06/2026 → Present
  Avantax Planning Partners, Inc
  Dubuque, IA

Previous Registrations

• 2026-06-10 → 2026-07-09
  Cetera Investment Advisers Llc
  Dickinson, ND
• 2024-07-19 → 2024-10-30
  Brady Martz Wealth Solutions, Llc
  Grand Forks, ND
  Dickinson, ND
• 2017-08-21 → 2024-07-17
  Avantax Planning Partners, Inc.
  Dickinson, ND

Other Businesses

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.

Designations

• Personal Financial Specialist