Ted Ferik has been an investment adviser representative at Brady Martz Wealth Solutions since July 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.
Ted Ferik’s longest registration was 4 years at Northwestern Mutual Investment Services,llc (2011–2015). Before joining Brady Martz Wealth Solutions in 2025, Ted Ferik was registered through Avantax Advisory Services and Northwestern Mutual Investment Services,llc.
- – present · 1 yearOrange, CT · Adviser representative · Firm CRD 331043
- Avantax Advisory Services– · 2 yearsOrange, CT · Adviser representative · Firm CRD 104556
- Northwestern Mutual Investment Services,llc– · 4 yearsNorwalk, CT · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Ted Ferik is registered as an investment adviser representative in Connecticut, since July 2025.
- ConnecticutSince 25 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 19 October 2017 |
| Series 66 | Uniform Combined State Law Examination | 22 January 2011 |
| Series 7 | General Securities Representative Examination | 11 January 2007 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ted Andrew Ferik
- CRD
- 5471963
- Firm
- Brady Martz Wealth Solutions · CRD 331043
- Office
- Orange, CT
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Ted Ferik work?
Ted Ferik is an investment adviser representative registered through Brady Martz Wealth Solutions, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Ted Ferik a financial advisor?
Yes. Ted Ferik has a current investment-adviser registration in Connecticut, through Brady Martz Wealth Solutions since July 2025.
How many years of experience does Ted Ferik have?
Ted Ferik has 14 years in the financial industry, since May 2012, across 3 adviser firms.
What exams has Ted Ferik passed?
Ted Ferik has passed 4 licensing exams: the Series 7, Series 66, Series 28 and Series 99TO. The earliest, the Series 7, was passed in January 2007. FINRA credited Ted Ferik with the SIE, which began in October 2018.
Where did Ted Ferik work before Brady Martz Wealth Solutions?
Before Brady Martz Wealth Solutions, Ted Ferik was registered through Avantax Advisory Services, September 2022 to July 2025; Northwestern Mutual Investment Services,llc, January 2011 to October 2015.
Where is Ted Ferik based?
Ted Ferik’s registered office is in Orange, CT.
Is Ted Ferik registered with FINRA?
No. Ted Ferik has no current broker registration.
How can I verify Ted Ferik’s record?
Search CRD 5471963 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ted Ferik’s full registration record.