Brent Rankin has been an investment adviser representative at WT Wealth Management since March 2021, and is not listed among the firm’s executive officers or direct owners.
WT Wealth Management, LLC is a Scottsdale, AZ firm with $419M under management, 1,141 clients and 13 advisers across 4 offices, as of its March 2026 filing.
Brent Rankin’s longest registration is the current one, 5 years at WT Wealth Management since 2021. Before joining WT Wealth Management in 2021, Brent Rankin was registered through J.P. Morgan Securities LLC and Charles Schwab & Co., Inc.
- WT Wealth Management, LLCCurrent– present · 5 yearsWayne, NE · Adviser representative · Firm CRD 169566
- J.P. Morgan Securities LLC– · under a yearFlagstaff, AZ · Adviser representative · Firm CRD 79
- Charles Schwab & Co., Inc.– · 2 yearsReno, NV · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Brent Rankin is registered as an investment adviser representative in 4 states. The first approvals date from March 2021; the most recent is Nebraska, in November 2023.
- ArizonaSince 25 March 2021
- CaliforniaSince 9 December 2022
- NebraskaSince 22 November 2023
- OregonSince 8 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 June 2017 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 29 August 2016 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 24 May 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 August 2015 |
| Series 7 | General Securities Representative Examination | 25 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brent L. Rankin
- CRD
- 6482037
- Firm
- WT Wealth Management · CRD 169566
- Office
- Wayne, NE
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Brent Rankin work?
Brent Rankin is an investment adviser representative registered through WT Wealth Management, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Brent Rankin a financial advisor?
Yes. Brent Rankin has a current investment-adviser registration in Arizona, California, Nebraska and Oregon, through WT Wealth Management since March 2021.
How many years of experience does Brent Rankin have?
Brent Rankin has 9 years in the financial industry, since May 2017, across 3 adviser firms.
What exams has Brent Rankin passed?
Brent Rankin has passed 5 licensing exams: the Series 7, Series 63, Series 9, Series 10 and Series 66. The earliest, the Series 7, was passed in August 2015. FINRA credited Brent Rankin with the SIE, which began in October 2018.
Where did Brent Rankin work before WT Wealth Management?
Before WT Wealth Management, Brent Rankin was registered through J.P. Morgan Securities LLC, August 2020 to August 2020; Charles Schwab & Co., Inc., June 2017 to June 2019.
Where is Brent Rankin based?
Brent Rankin’s registered office is in Wayne, NE.
Is Brent Rankin registered with FINRA?
No. Brent Rankin has no current broker registration.
How can I verify Brent Rankin’s record?
Search CRD 6482037 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brent Rankin’s full registration record.
