Brooke Ann Ramstad

Employer firm

Br Wealth Management CRD 307546

$329M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 12/2019
  Rathbone Warwick Investment Management Llc
  Boise, ID
• 01/2016 → 12/2019
  Rathbone Warwick Investment Management Llc
  Boise, ID
• 01/2020 → 08/2025
  Gudrid Saga, Llc
  Boise, ID
• 01/2024 → 03/2024
  Hendershott Wealth Management
  Fishers, IN
• 08/2024 → 01/2025
  Whole Foods
  Boise, ID
• 09/2025 → Present
  Br Wealth Management
  Boise, ID

Previous Registrations

• 2024-01-22 → 2024-03-28
  Hendershott Wealth Management, Llc
  Boise, ID
  Fishers, IN
• 2016-02-26 → 2019-12-24
  Rw Investment Management Llc
  Eagle, ID
• 2014-07-01 → 2016-02-26
  Rathbone Warwick Investment Management
  Boise, ID
• 2010-11-22 → 2014-07-03
  Wells Fargo Clearing Services, Llc
  Boise, ID

Exams

• S66 Uniform Combined State Law Examination
  2010-11-17

Designations

• Certified Financial Planner

Other Names

• Brooke Ann Oyler
• Brooke Ramstad