Cole O'Connell has been an investment adviser representative at Brady Martz Wealth Solutions since September 2025, and is not listed among the firm’s executive officers or direct owners.
Brady Martz Wealth Solutions, LLC is a Grand Forks, ND firm with $795M under management, 448 clients and 8 advisers across 12 offices, as of its June 2026 filing.
- – present · 1 yearFargo, ND · Adviser representative · Firm CRD 331043
Investment adviser representative registrations
Cole O'Connell is registered as an investment adviser representative in 2 states. The first approvals date from September 2025; the most recent is North Dakota, in October 2025.
- MinnesotaSince 29 September 2025
- North DakotaSince 6 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cole James Mark O'Connell
- CRD
- 8167036
- Firm
- Brady Martz Wealth Solutions · CRD 331043
- Office
- 2537 University Drive, Fargo, ND 58103
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Cole O'Connell work?
Cole O'Connell is an investment adviser representative registered through Brady Martz Wealth Solutions, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cole O'Connell a financial advisor?
Yes. Cole O'Connell has a current investment-adviser registration in Minnesota and North Dakota, through Brady Martz Wealth Solutions since September 2025.
How many years of experience does Cole O'Connell have?
Cole O'Connell has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Cole O'Connell passed?
Cole O'Connell passed the Series 65 in February 2025.
Where is Cole O'Connell based?
Cole O'Connell’s registered office is in Fargo, ND.
Is Cole O'Connell registered with FINRA?
No. Cole O'Connell has no current broker registration.
How can I verify Cole O'Connell’s record?
Search CRD 8167036 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cole O'Connell’s full registration record.