GL
Glenn J. Leest
WT WEALTH MANAGEMENT
Flagstaff, AZ 86001
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CRD#: 6234623
GL
Professional summary
Glenn Jordan Leest is a registered financial advisor currently at WT WEALTH MANAGEMENT, LLC located in Flagstaff, Arizona.
Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Glenn has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Fixed Insurance, Investment related, 813 N Beaver St Flagstaff, AZ 86001, Insurance, Agent, 10/12/2021, less than 8 hours monthly, 0 during trading hours, sell fixed insurance products 2) Bridge Church, Not investment related, Flagstaff, AZ, Associate Pastor, Board Member and Finance Committee Member 3) Intelligent Investing with Glenn Leest Podcast, Investment related, Radio Host, Airs weekly podcast
CRS (Client Relationship Summary) - RIA
Click below to view Glenn Jordan Leest's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 4, 2018 - Present
WT WEALTH MANAGEMENT, LLC
Office #1: 813 North Beaver Street, Flagstaff, AZ 86001RIA
CRD#: 169566
Flagstaff, AZ
Past
June 10, 2015 - March 16, 2018
FOUR PEAKS WEALTH MANAGEMENT, LLC
RIA
CRD#: 165891
FLAGSTAFF, AZ
Past
May 19, 2015 - June 3, 2015
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
FLAGSTAFF, AZ
Past
August 21, 2013 - June 3, 2015
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
FLAGSTAFF, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WT WEALTH MANAGEMENT, LLC
WT WEALTH MANAGEMENT, LLC
CRD#: 169566 / SEC#: 801-112701
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)Arizona
Registered Investment Advisory firm - (12/13/2018 Terminated)California
Registered Investment Advisory firm - (12/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (1/11/2019 Terminated)New York
Registered Investment Advisory firm - (12/13/2018 Terminated)Washington
Registered Investment Advisory firm - (12/20/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(5/4/2018)
IAR
California(12/24/2018)
IAR
Nebraska(11/22/2023)
IAR
Nevada(12/14/2021)
IAR
New York(11/30/2021)
IAR
Oregon(12/1/2021)
IAR
Texas(12/27/2018)
IAR
Utah(11/30/2021)
IAR
Washington(11/30/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WT WEALTH MANAGEMENT, LLC
WT WEALTH MANAGEMENT, LLC
CRD#: 169566 / SEC#: 801-112701
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)Arizona
Registered Investment Advisory firm - (12/13/2018 Terminated)California
Registered Investment Advisory firm - (12/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (1/11/2019 Terminated)New York
Registered Investment Advisory firm - (12/13/2018 Terminated)Washington
Registered Investment Advisory firm - (12/20/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20865 North 90th Place Suite 105, Scottsdale, AZ 85255
Mailing Address
Phone number
(800) 825-0616
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,594 |
| AUM (Assets Under Management) | $ 385,243,993 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
