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Brent L. Rankin

WT Wealth Management, LLC

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About Brent L. Rankin

Brent L. Rankin is a financial advisor with WT Wealth Management, LLC in Scottsdale, Arizona. Brent has been in the financial services industry since 2015. Brent has passed the Series 7, 63, 66, 9 and 10 exams, and is registered as a registered representative in Arizona, California, Nebraska, Oregon and Washington. Brent is also a registered investment advisor representative. Brent's previous experience includes roles at J.P. Morgan Securities LLC and Charles Schwab & Co., Inc..

Firm Information

Brent Rankin is currently registered with WT Wealth Management, LLC. WT Wealth Management, LLC is an independent wealth management firm based in Scottsdale, Arizona. With a team of 15 investment adviser representatives and 5 licensed agents, they offer a range of financial planning, investment management, and retirement planning services. WT Wealth Management serves a diverse clientele, including individuals, families, charitable organizations, and corporations, with a focus on providing personalized, tailored strategies. The firm manages over $311 million in assets, demonstrating their expertise and commitment to client success.
WT Wealth Management, LLC

7161 EAST RANCHO VISTA DRIVE

SCOTTSDALE, AZ 85251

$311.11M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable annuities

Variable annuities

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for educational seminars

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Brent Rankin’s Registration & Firm History

AZ

12/07/2022 - Present

WT Wealth Management, LLC (SCOTTSDALE AZ)

AZ

08/06/2020 - 08/28/2020

J.P. MORGAN SECURITIES LLC (FLAGSTAFF AZ)

NV

08/25/2015 - 06/19/2019

CHARLES SCHWAB & CO., INC. (Reno NV)

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Licenses & Designations

BOTH

Issued 06/08/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/24/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brent L. Rankin.
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