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Brent L. Rankin

Wt Wealth Management, LLC

Wayne, NE

Scottsdale, AZ

CRD 6482037

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Employer firm

Wt Wealth Management, LLC CRD 169566

$419M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Wt Wealth Management, Llc

20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-11-22
CA RA APPROVED 2022-12-09
OR RA APPROVED 2022-12-08
AZ RA APPROVED 2021-03-25
  • NE RA
    APPROVED
    Since 2023-11-22
  • CA RA
    APPROVED
    Since 2022-12-09
  • OR RA
    APPROVED
    Since 2022-12-08
  • AZ RA
    APPROVED
    Since 2021-03-25

Branch Locations

Wayne, NE • United States

20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Reno NV 04/2015 06/2019
Jpmorgan Chase Bank, N.A. Flagstaff AZ 03/2020 08/2020
J.P. Morgan Securities Llc Flagstaff AZ 06/2020 08/2020
Unemployed Florence AZ 09/2019 03/2020
Unemployed Reno NV 07/2019 09/2019
Wt Wealth Management Scottsdale AZ 08/2020 Present
  • 04/2015 → 06/2019
    Charles Schwab & Co., Inc
    Reno, NV
  • 03/2020 → 08/2020
    Jpmorgan Chase Bank, N.A.
    Flagstaff, AZ
  • 06/2020 → 08/2020
    J.P. Morgan Securities Llc
    Flagstaff, AZ
  • 09/2019 → 03/2020
    Unemployed
    Florence, AZ
  • 07/2019 → 09/2019
    Unemployed
    Reno, NV
  • 08/2020 → Present
    Wt Wealth Management
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-08
S63 Uniform Securities Agent State Law Examination 2015-08-28
  • S66 Uniform Combined State Law Examination
    2017-06-08
  • S63 Uniform Securities Agent State Law Examination
    2015-08-28
Other Names
  • Brent Rankin
  • Brent Lee Rankin

View on SEC IAPD

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