Brady Bohl, financial advisor Bismarck ND

Brady Bohl

CRD Number: 6744061
Current Firm: Concourse Financial Group Advisors

Brady Bohl (CRD# 6744061) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Bismarck, ND and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Concourse Financial Group Securities Inc. Bismarck, ND Aug 2021 - Current 2
(dba) Arman Group LLC Bismarck, ND Feb 2017 - Current 7
Basin Electric Power Cooperative Bismarck, ND Jan 2021 - Aug 2021 < 1
Proequities Inc. Bismarck, ND Jun 2018 - Dec 2020 2
Proequities Inc. Bismarck, ND Mar 2017 - Dec 2020 3
Unemployed Bismarck, ND Nov 2016 - Jan 2017 < 1
Bremer Insurance Bismarck, ND Mar 2016 - Oct 2016 < 1
Nodak Mutual Bismarck, ND Oct 2015 - Feb 2016 < 1
Unemployed Bismarck, ND Jun 2015 - Jul 2015 < 1
Unemployed Moorehead, MN Jun 2015 - Jul 2015 < 1
Msum Moorhead, MN Aug 2012 - May 2015 2
Kinetic Leasing Fargo, ND Oct 2014 - Apr 2015 < 1
Bohl Farms Bowbells, ND Jun 2007 - Aug 2014 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2018
S63 Uniform Securities State Law Examination Mar 2018
Contact Info for Brady Bohl
Phone Number: 800-288-3035
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    4,373
    MILLIONS
  • Total Number of Accounts
    20,957
    ACCOUNTS
  • Average Account Value
    $208,666
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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