Jonathan Andrew Beehler
Investment Adviser Representative at Brady Martz Wealth Solutions, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Andrew Beehler is an investment adviser representative with Brady Martz Wealth Solutions, LLC in Grand Forks, ND, where they have been registered since 2024. They have worked in the securities industry since 2014 and were previously registered with Avantax Planning Partners, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Minnesota, North Dakota, South Dakota, and Texas.
Registrations & licenses
- Investment adviser:
- Minnesota, North Dakota, South Dakota, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Proequities, IncOct 2016 – Sep 2020Grand Rapids, ND
- Avantax Planning Partners, Inc.Sep 2016 – Jul 2024Bismarck, ND
- Avantax Investment Services, Inc.Sep 2020 – Jul 2024Bismarck, ND
- Brady Martz Wealth Solutions, LLCJul 2024 – no end date reportedGrand Forks, ND
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Brady Martz Wealth Solutions, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
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
Core services including assurance, tax compliance, and strategic business solutions; advisory services including business guidance, litigation and forensic services, specialty tax, transaction, and transformation services; wealth services including Brady Martz Wealth, Brady Martz Insurance, valuation, and wealth transfer and preservation.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Grand Forks, ND
- Founded:
- 1927
- SEC file number:
- 801-130560
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 16, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Andrew Beehler 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.
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