Jason Visner (CRD# 5853689) is an Investment Advisor Representative working at Brook Capital in Brookfield, WI and has over 13 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western International Securities, Inc. | Pasadena, CA | Aug 2018 - Current | 5 |
| Lakeside Development | Mequon, WI | Apr 2004 - Current | 20 |
| First Allied Securities, Inc. | San Diego, CA | Oct 2010 - Aug 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
- TX
- 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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