Advisors at this firm
Jason V
Series 65, Series 66
Brookfield, WI
Brook Capital
Jason Visner is a financial advisor at Brook Capital with 15 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at Western International Securities, Inc. and First Allied Securities, Inc. He is also involved as a benefits counselor through Brook Federal Advisors and volunteers in educational roles at St. Leonard Parish. Brook Capital provides investment advice primarily to individual clients, including both U.S. and international investors, as well as trusts, charitable organizations, and pension plans. The firm offers dynamic and static portfolio strategies, manages accounts on discretionary and non-discretionary bases, and provides federal benefits counseling through an affiliated unit.
Dalton W
Series 65
Brookfield, WI
Brook Capital
Dalton Weyandt is a Series 65-licensed financial advisor with Brook Capital in Brookfield, WI, where he has worked since 2021. He has three years of industry experience, including prior roles at Express Towing, Menards, and Blain's Farm and Fleet. Brook Capital provides investment advice and planning primarily to individual clients, including U.S. and international investors, as well as trusts, charitable organizations, and pension plans. The firm offers managed portfolios, 401(k) advisory, financial planning, and federal benefits counseling, employing both dynamic trend-following and static index-based investment approaches.
Ramu R
Series 63, Series 65
Brookfield, WI
Brook Capital
Ramu Ramiah is a financial advisor with Brook Capital in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Western International Securities and First Allied Securities before and during his long tenure at Brook Capital, where he serves as president and investment adviser representative. Outside of advising, Ramiah is involved in education as a benefits counselor, serves as a trustee for nonprofit organizations including the Ramiah Family Foundation, and participates in an oil and gas software investment company. Brook Capital provides investment advice and planning primarily to individual clients, including U.S. and international investors, as well as trusts, charitable organizations, and pension plans. The firm offers managed portfolios using both dynamic technical analysis strategies and static growth approaches, with discretionary and non-discretionary account options and regular performance reviews.
Daena R
Series 63, Series 65, Series 66
Brookfield, WI
Brook Capital
Daena Ramiah is a financial advisor at Brook Capital in Brookfield, WI, with nine years of industry experience. She holds the Series 63, 65, and 66 licenses and has worked at Western International Securities, Inc., Brook Capital, and First Allied Securities, Inc. Ramiah is also co-owner of Trillium Ventures LLC, a real estate holding company. Brook Capital provides investment advice and planning primarily to individual clients, including U.S. and international investors, as well as trusts, charitable organizations, and pension and profit-sharing plans. The firm offers managed portfolios, 401(k) advisory, financial planning, and federal benefits counseling, using dynamic and static investment approaches tailored to client needs.