Dalton Weyandt (CRD# 7436334) is an Investment Advisor Representative working at Brook Capital in Brookfield, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brook Capital | Brookfield, WI | Sep 2021 - Current | 2 |
| Express Towing | Waukesha, WI | Sep 2018 - Sep 2021 | 3 |
| Menards | Waukesha, WI | Jun 2017 - Aug 2018 | 1 |
| Blain's Farm And Fleet | Waukesha, WI | Mar 2016 - Jun 2017 | 1 |
| Caroll College | Waukesha, WI | Mar 2012 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- WI
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts1,417ACCOUNTS
-
Average Account Value$148,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, FL, IL, MD, MN, TX, UT, VA, WI
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