Stephanie Bussan 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.
Stephanie Bussan’s longest registration was 6 years at Avantax Planning Partners, Inc. (2016–2022). Before joining Brady Martz Wealth Solutions in 2024, Stephanie Bussan was registered through Creative Planning and Avantax Advisory Services.
- – present · 2 yearsDubuque, IA · Adviser representative · Firm CRD 331043
- Creative Planning– · 1 yearDubuque, IA · Adviser representative · Firm CRD 105348
- Avantax Advisory Services– · 1 yearDubuque, IA · Adviser representative · Firm CRD 104556
- Avantax Planning Partners, Inc.– · 6 yearsDubuque, IA · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Stephanie Bussan is registered as an investment adviser representative in 2 states. Each was approved in July 2024.
- IowaSince 15 July 2024
- North DakotaSince 19 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephanie Lynn Bussan
- CRD
- 6717810
- Firm
- Brady Martz Wealth Solutions · CRD 331043
- Office
- Dubuque, IA
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephanie Bussan work?
Stephanie Bussan 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 Stephanie Bussan a financial advisor?
Yes. Stephanie Bussan has a current investment-adviser registration in Iowa and North Dakota, through Brady Martz Wealth Solutions since July 2024.
How many years of experience does Stephanie Bussan have?
Stephanie Bussan has 9 years in the financial industry, since November 2016, across 4 adviser firms.
What exams has Stephanie Bussan passed?
Stephanie Bussan passed the Series 65 in September 2016.
Where did Stephanie Bussan work before Brady Martz Wealth Solutions?
Before Brady Martz Wealth Solutions, Stephanie Bussan was registered through Creative Planning, November 2022 to June 2024; Avantax Advisory Services, March 2021 to November 2022; Avantax Planning Partners, Inc., October 2016 to November 2022.
Where is Stephanie Bussan based?
Stephanie Bussan’s registered office is in Dubuque, IA.
Is Stephanie Bussan registered with FINRA?
No. Stephanie Bussan has no current broker registration.
How can I verify Stephanie Bussan’s record?
Search CRD 6717810 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Bussan’s full registration record.