Brent
Rankin
Wt Wealth Management, LLC
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About this Advisor
Brent Rankin is a financial advisor who works in Scottsdale, Arizona with 2 years of industry experience. Rankin is currently employed by Wt Wealth Management, LLC. Their career trajectory has included roles at Charles Schwab & Co., Inc, Ridenow Powersports Of Peoria, Northland Motorsports, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC and Wt Wealth Management. Rankin holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to work in Arizona, California, Oregon and Washington. Wt Wealth Management, LLC is an advisory firm that has its headquarters in Scottsdale, AZ. The firm has offices in two locations and a total of 14 advisors. It controls $265 million in assets under management between its 2,350 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 2,350 accounts, just 5% are held by high-net-worth clients who have at least $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, educational seminars and other services. Fees for financial management depend on which service is provided. However, fee types charged by Wt Wealth Management, LLC can include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wt Wealth Management, LLC Brokerage Details
$264,952,884
14
2,350
$112,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Brent Rankin Work History
Brent has been registered as a financial advisor for 2 years.*
Wt Wealth Management
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Charles Schwab & Co., Inc
Ridenow Powersports Of Peoria
Northland Motorsports
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brent Rankin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wt Wealth Management, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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