Amy Haagenson is not listed as a control person, but directly owns under 5% of Brady Martz Wealth Solutions.
Brady Martz Wealth Solutions is an investment adviser based in Grand Forks, ND, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $795 million, as filed on 16 June 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7919245
- Firm
- Brady Martz Wealth Solutions · CRD 331043
- Role
- Secretary / Treasurer
- In role since
- May 2024 · 2 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Grand Forks, ND
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Amy Haagenson work?
Amy Haagenson has been Secretary / Treasurer of Brady Martz Wealth Solutions, LLC since May 2024.
How can I verify Amy Haagenson’s record?
Amy Haagenson’s role is listed on Brady Martz Wealth Solutions, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 331043.