Brooke A. Ramstad

BR WEALTH MANAGEMENT

Boise, ID 83706

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CRD#: 5505134

Professional summary

Brooke Ann Ramstad, CFP®, who also goes by Brooke Ann Oyler, Brooke Ramstad, is a registered financial advisor currently at BR WEALTH MANAGEMENT located in Boise, Idaho.

Brooke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brooke has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brooke Ann Oyler | Brooke Ramstad

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

01/2020 - Current, Gudrid Saga, LLC, Self-Employed Small Business Consultant/Coach, Boise, ID USA, Not investment related, 1 hour per month (0 during trading), business consultant who advises small business owners regarding enterprise growth and/or exit/sale.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brooke Ann Ramstad's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

September 29, 2025 - Present

BR WEALTH MANAGEMENT

Office #1: 380 E. Parkcenter Blvd. Suite 205, Boise, ID 83706

RIA

CRD#: 307546

Boise, ID

Past

January 22, 2024 - March 28, 2024

HENDERSHOTT WEALTH MANAGEMENT, LLC

RIA

CRD#: 170839

Boise, ID

Past

February 26, 2016 - December 24, 2019

RW INVESTMENT MANAGEMENT LLC

RIA

CRD#: 282707

BOISE, ID

Past

July 1, 2014 - February 26, 2016

RATHBONE WARWICK INVESTMENT MANAGEMENT

RIA

CRD#: 171115

BOISE, ID

Past

November 22, 2010 - July 3, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOISE, ID

Past

August 6, 2010 - July 3, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOISE, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BR WEALTH MANAGEMENT

BETO FINANCIAL GROUP, LLC | BR WEALTH MANAGEMENT

CRD#: 307546 / SEC#: 801-118952

RIA

Registered Investment Advisory firm - (6/22/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(9/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/17/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/5/2010

General Securities Representative Examination

Current Firm

BR WEALTH MANAGEMENT

BETO FINANCIAL GROUP, LLC | BR WEALTH MANAGEMENT

CRD#: 307546 / SEC#: 801-118952

RIA

Registered Investment Advisory firm - (6/22/2020 Approved)

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Contact information

Main Address

380 E. Parkcenter Blvd. Suite 205, Boise, ID 83706

Mailing Address

Phone number

(208) 258-2540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	799
AUM (Assets Under Management)	$ 284,189,070

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brooke A. Ramstad

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brooke Ann Ramstad's CRS (Customer Relationship Summary).

Certified licenses

Experience

BR WEALTH MANAGEMENT

HENDERSHOTT WEALTH MANAGEMENT, LLC

RW INVESTMENT MANAGEMENT LLC

RATHBONE WARWICK INVESTMENT MANAGEMENT

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

BR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/17/2010

Series 7

Date: 8/5/2010

Current Firm

BR WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BR WEALTH MANAGEMENT

TRUST BUT VERIFY

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