Brooke Ann Ramstad
Investment adviser representative at Br Wealth Management
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$328.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Br Wealth ManagementSep 2025 to now
- Whole FoodsAug 2024 to Jan 2025
- Hendershott Wealth ManagementJan 2024 to Mar 2024
- Gudrid Saga, LLCJan 2020 to Aug 2025
- Rathbone Warwick Investment Management LLCJul 2014 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Br Wealth Management
Legal name: Beto Financial Group, LLC
$328.8MAssets managed
348Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5505134
- Firm CRD
- 307546