Brent L. Rankin

WT WEALTH MANAGEMENT

Wayne, NE

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CRD#: 6482037

Professional summary

Brent L. Rankin, who also goes by Brent Lee Rankin, Brent Rankin, is a registered financial advisor currently at WT WEALTH MANAGEMENT, LLC located in Wayne, Nebraska.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brent has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brent Lee Rankin | Brent Rankin

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent L. Rankin's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 25, 2021 - Present

WT WEALTH MANAGEMENT, LLC

RIA

CRD#: 169566

Wayne, NE

Past

August 7, 2020 - August 28, 2020

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

FLAGSTAFF, AZ

Past

August 6, 2020 - August 28, 2020

J.P. MORGAN SECURITIES LLC

CRD#: 79

FLAGSTAFF, AZ

Past

June 8, 2017 - June 19, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Reno, NV

Past

August 25, 2015 - June 19, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Reno, NV

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/25/2021)

IAR

California
(12/9/2022)

IAR

Nebraska
(11/22/2023)

IAR

Oregon
(12/8/2022)

IAR

Washington
(12/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/8/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/28/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 8/29/2016

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/24/2016

General Securities Sales Supervisor - Options Module Examination

Current Firm

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)

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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

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ANNUAL AMENDMENT BROCHURE (9/17/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Brent L. Rankin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent L. Rankin's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

WT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2017

Series 63

Date: 8/28/2015

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2015

Series 10

Date: 8/29/2016

Series 9

Date: 5/24/2016

Current Firm

WT WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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