Jonathan Beehler
Jonathan Beehler is a registered investment advisor at Brady Martz Wealth Solutions, LLC, based in Grand Forks, ND, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 448 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees and portfolio minimums may be negotiable in certain circumstances. Family member accounts can be combined for fee calculation purposes.
Fee Estimator
Location
401 Demers Ave, Ste 300, Grand Forks, ND, 58201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is the treasurer and part owner of Tendies and Dreams I, LLC, an LLC created to hold private placement investments. He spends minimal time evaluating investments for the LLC.
Employment History
Current Registrations
Brady Martz Wealth Solutions, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Planning Partners, INC.
Proequities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Joey Miedema, ChFCMorgan Stanley
- Michael Elsberry, CFPLPL Financial LLC
- Brian Emerson, CFP, ChFCEdward Jones
- Lance Rambousek, PFSAvantax Planning Partners, INC.
- Anthony Weisser, PFSAvantax Planning Partners, INC.
- James Mortenson, CFP, ChFCJohnson Wealth Management, LLC