Monica Murphy has been an investment adviser representative at Brady Martz Wealth Solutions since July 2024, 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.
Monica Murphy’s longest registration was 7 years at Avantax Planning Partners, Inc. (2016–2024). Before joining Brady Martz Wealth Solutions in 2024, Monica Murphy was registered through Avantax Planning Partners, Inc. and Investment Advisors.
- – present · 2 yearsBismarck, ND · Adviser representative · Firm CRD 331043
- Avantax Planning Partners, Inc.– · 7 yearsBismarck, ND · Adviser representative · Firm CRD 106237
- Investment Advisors– · under a yearBismarck, ND · Adviser representative · Firm CRD 15708
- Eide Bailly Advisors, LLC– · 5 yearsBismark, ND · Adviser representative · Firm CRD 113564
- Waddell & Reed, Inc.– · under a yearBismarck, ND · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Monica Murphy is registered as an investment adviser representative in North Dakota, since July 2024.
- North DakotaSince 19 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 24 June 2011 |
| Series 66 | Uniform Combined State Law Examination | 15 January 2008 |
| Series 7 | General Securities Representative Examination | 15 October 2007 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Monica Lynn Murphy
- CRD
- 5018194
- Firm
- Brady Martz Wealth Solutions · CRD 331043
- Office
- 115 N 2ND STREET, Bismarck, ND 58501
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Monica Murphy work?
Monica Murphy is an investment adviser representative registered through Brady Martz Wealth Solutions, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Monica Murphy a financial advisor?
Yes. Monica Murphy has a current investment-adviser registration in North Dakota, through Brady Martz Wealth Solutions since July 2024.
How many years of experience does Monica Murphy have?
Monica Murphy has 16 years in the financial industry, since May 2010, across 5 adviser firms.
What exams has Monica Murphy passed?
Monica Murphy has passed 4 licensing exams: the Series 7, Series 66, Series 24 and Series 99TO. The earliest, the Series 7, was passed in October 2007. FINRA credited Monica Murphy with the SIE, which began in October 2018.
Where did Monica Murphy work before Brady Martz Wealth Solutions?
Before Brady Martz Wealth Solutions, Monica Murphy was registered through Avantax Planning Partners, Inc., November 2016 to July 2024; Investment Advisors, November 2016 to December 2016; Eide Bailly Advisors, LLC, February 2009 to January 2015; Waddell & Reed, Inc., January 2008 to May 2008.
Where is Monica Murphy based?
Monica Murphy’s registered office is in Bismarck, ND.
Is Monica Murphy registered with FINRA?
No. Monica Murphy has no current broker registration.
How can I verify Monica Murphy’s record?
Search CRD 5018194 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Monica Murphy’s full registration record.