Brook Capital

Brook Capital (CRD# 130919) is a financial advisory firm headquartered in Brookfield, WI. They manage $210,273,331 in 1,417 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
675 N.barker Road, Suite #200, Brookfield, WI 53045
http://www.brookcapital.com/
By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    1,417
    ACCOUNTS
  • Average Account Value
    $148,393
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, MD, MN, TX, UT, VA, WI

Financial Advisors at Brook Capital
Showing 1 - 4 of 4 top financial advisors.
1
Daena Ramiah, financial advisor Brookfield WI
Daena B. Ramiah
CRD#: 4814072
675 N.barker Road, Suite #200, Brookfield, WI 53045

Daena Ramiah (CRD# 4814072) is an Investment Advisor Representative working at Brook Capital in Brookfield, WI and has over 18 years of experience in the finance industry.

2
Ramu Ramiah, financial advisor Brookfield WI
Ramu Ramiah
CRD#: 2284958
675 N. Barker Road, Brookfield, WI 53045

Ramu Ramiah (CRD# 2284958) is an Investment Advisor Representative working at Brook Capital in Brookfield, WI and has over 31 years of experience in the finance industry.

3
Jason Visner, financial advisor Brookfield WI
Jason S. Visner
CRD#: 5853689
675 N. Barker Road, Brookfield, WI 53045

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.

4
Dalton Weyandt, financial advisor Brookfield WI
Dalton J. Weyandt
CRD#: 7436334
675 N.barker Road, Suite #200, Brookfield, WI 53045

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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