Brady
Bohl

Newedge Advisors

CRD#6744061
Investment Advisor
in Bismarck, ND

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About this Advisor

Brady Bohl is a financial advisor based in Bismarck, North Dakota, working with Newedge Advisors. Brady has previously worked at Nodak Mutual, Bremer Insurance, (Dba) Arman Group LLC, Proequities Inc, Concourse Financial Group Securities Inc, Basin Electric Power Cooperative, Lpl Financial LLC, and Newedge Advisors, LLC. Brady has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Dakota and Texas. Brady is currently part of Newedge Advisors, which operates out of Bismarck, North Dakota. The firm has 99 offices and 768 employees. Newedge Advisors manages $27.4 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

919 South 7Th Street Suite 507
Bismarck, ND 58504

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Newedge Advisors Brokerage Details

Total Assets Under Management

$27,379,149,905

ND Average: $486,181,852
Total Number of Employees

768

ND Average: 13
Total Number of Accounts

82,407

ND Average: 722
Average Account Size

$332,243

ND Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brady Bohl Work History

2024 - Present (1 year)

Lpl Financial LLC

2024 - Present (1 year)

Newedge Advisors, LLC

2021 - 2024 (3 years)

Concourse Financial Group Securities Inc

2021 - 2021 (< 1 year)

Basin Electric Power Cooperative

2018 - 2020 (2 years)

Proequities Inc

2017 - 2024 (7 years)

(Dba) Arman Group LLC

2017 - 2020 (3 years)

Proequities Inc

2016 - 2016 (< 1 year)

Bremer Insurance

2015 - 2016 (1 year)

Nodak Mutual

Disclosures

Please visit the SEC profile of Brady Bohl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Newedge Advisors

Richard Rush
Novi, MI
John Cusimano
Charlotte, NC
Andrew Weese
West Point, UT
Kayla Grodi
Baton Rouge, LA
Robert Harris
Roswell, GA
Robert Maks
Troy, MI
Tristen Louviere
New Iberia, LA
Joseph Wagner
North Canton, OH

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