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Brady Bohl

Investment Adviser Representative at Newedge Advisors

Bismarck, NDCRD #6744061Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brady Bohl is an investment adviser representative with Newedge Advisors in Bismarck, ND, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Concourse Financial Group Advisors and Investment Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Dakota and Texas.

Office

919 South 7th Street, Suite 507
Bismarck, ND 58504

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Dakota, Texas
Broker:
16 states and territories

Alaska, Arizona, Colorado, Idaho, Minnesota, Missouri, Montana, Nevada, North Carolina, North Dakota, South Dakota, Tennessee, Texas, Utah, Washington, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/30/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 3/19/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/20/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Newedge AdvisorsCurrent
10/2/2024 – Bismarck, ND
Concourse Financial Group Advisors
9/7/2021 – 10/16/2024Bismarck, ND
Investment Advisors
6/11/2018 – 12/31/2020Bismarck, ND

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. (dba) Arman Group LLC
    Feb 2017 – Oct 2024Bismarck, ND
  2. ProEquities Inc
    Mar 2017 – Dec 2020Bismarck, ND
  3. Unemployed
    Nov 2016 – Jan 2017Bismarck, ND
  4. ProEquities Inc
    Jun 2018 – Dec 2020Bismarck, ND
  5. Concourse Financial Group Securities Inc
    Aug 2021 – Oct 2024Bismarck, ND
  6. Basin Electric Power Cooperative
    Jan 2021 – Aug 2021Bismarck, ND
  7. LPL Financial LLC
    Oct 2024 – no end date reportedBismarck, ND
  8. NewEdge Advisors, LLC.
    Oct 2024 – no end date reportedNew Orleans, LA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Newedge Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investments, portfolio management, risk management, retirement planning, business planning, and estate planning, with personalized strategies tailored to individual goals and priorities

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementInvestment StrategiesPortfolio ManagementRisk ManagementRetirement PlanningBusiness PlanningEstate PlanningFinancial Planning

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
594
Offices listed on AdvisorFinder:
201
Main office:
New Orleans, LA
SEC file number:
801-79876

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

Other advisors at Newedge Advisors

Showing 12 of 594 in the directory

View Newedge Advisors firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brady Bohl has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brady Bohl (Newedge Advisors) - Fees & Credentials