BR
BR

Brent L. Rankin

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,168 clients
Average Client Portfolio
$330K average
Assets Under Management
$385.2M

Fee Structure

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Location

20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wt Wealth Management, LLC
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2020 - August 2020 · 0 mos
J.P. Morgan Securities LLCBroker
August 2020 - August 2020 · 0 mos
Charles Schwab & CO., INC.
June 2017 - June 2019 · 2 yrs
Charles Schwab & CO., INC.Broker
August 2015 - June 2019 · 3 yrs 10 mos
State Registrations4 states
AZCANEOR
Advisor
Exams
No exam information available for this advisor.