Brent L. Rankin
Investment adviser representative at Wt Wealth Management, LLC
5 yearsExperience
4 statesRegistered in
$419.1MFirm assets
8 yearsFirm in business
Are you Brent L. Rankin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
5 years in the industry.
- Wt Wealth Management, LLCAug 2020 to now
- J.P. Morgan Securities LLCJun 2020 to Aug 2020
- JPMorgan Chase Bank, N.A.Mar 2020 to Aug 2020
- UnemployedJul 2019 to Mar 2020
- Charles Schwab & Co., IncApr 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, NE, OR).
Wt Wealth Management, LLC
$419.1MAssets managed
1,141Clients
13Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6482037
- Firm CRD
- 169566