Unclaimed Profile

Brooke Ann Ramstad

RATHBONE WARWICK INVESTMENT MANAGEMENT LLC·BOISE, Idaho

Series 7, Series 66Clean record15 years registeredRATHBONE WARWICK INVESTMENT MANAGEMENT LLC

101 S CAPITOL BLVD, SUITE 1701, BOISE, ID 83702CRD# 5505134Firm CRD# 282707

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brooke Ann Ramstad · BOISE, ID

Registration

CRD #5505134 · RATHBONE WARWICK INVESTMENT MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

BR WEALTH MANAGEMENT

Sep 2025 – present

HENDERSHOTT WEALTH MANAGEMENT, LLC

Jan 2024 – Mar 2024

Boise, ID

RATHBONE WARWICK INVESTMENT MANAGEMENT

Feb 2016 – Dec 2019

BOISE, ID

RATHBONE WARWICK INVESTMENT MANAGEMENT

Jul 2014 – Feb 2016

BOISE, ID

WELLS FARGO ADVISORS, LLC

Nov 2010 – Jul 2014

BOISE, ID

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 22, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RW INVESTMENT MANAGEMENT LLC

CRD 282707 · SEC 801-107268

AUM

$1.4B

Regulatory assets under management

Employees

2,334 client accounts

Services offered by RW INVESTMENT MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RW INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Brooke Ann Ramstad offer?

Brooke Ann Ramstad specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOISE, Idaho for a consultation.

What are Brooke Ann Ramstad's credentials?

Brooke Ann Ramstad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brooke Ann Ramstad located?

Brooke Ann Ramstad is based in BOISE, Idaho, working with RATHBONE WARWICK INVESTMENT MANAGEMENT LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Brooke Ann Ramstad charge for services?

Brooke Ann Ramstad's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RATHBONE WARWICK INVESTMENT MANAGEMENT LLC?

RATHBONE WARWICK INVESTMENT MANAGEMENT LLC has approximately 19 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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