Glenn Leest has been an investment adviser representative at WT Wealth Management since May 2018, 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.
Glenn Leest is Senior Investment Advisor of WT Wealth Management. Before entering the investment industry in late 2012, he worked as a paramedic and EMT in Flagstaff, Arizona for five years. He started his investment advisory career in 2013 at a financial planning firm focused on individuals and small businesses, working with employer-sponsored benefit plans such as SIMPLE IRAs, SEP IRAs, 401(k) plans, profit sharing and defined benefit plans.
Glenn Leest’s longest registration is the current one, 8 years at WT Wealth Management since 2018. Before joining WT Wealth Management in 2018, Glenn Leest was registered through Four Peaks Wealth Management, LLC and Oneamerica Securities, Inc.
- WT Wealth Management, LLCCurrent– present · 8 yearsFlagstaff, AZ · Adviser representative · Firm CRD 169566
- Four Peaks Wealth Management, LLC– · 2 yearsFlagstaff, AZ · Adviser representative · Firm CRD 165891
- Oneamerica Securities, Inc.– · under a yearFlagstaff, AZ · Adviser representative · Firm CRD 4173
Investment adviser representative registrations
Glenn Leest is registered as an investment adviser representative in 10 states, as a resident of Texas. The first approvals date from May 2018; the most recent is Colorado, in November 2025.
- ArizonaSince 4 May 2018
- CaliforniaSince 24 December 2018
- ColoradoSince 19 November 2025
- NebraskaSince 22 November 2023
- NevadaSince 14 December 2021
- New YorkSince 30 November 2021
- OregonSince 1 December 2021
- TexasResidentSince 27 December 2018
- UtahSince 30 November 2021
- WashingtonSince 30 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 October 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 August 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Glenn Jordan Leest
- CRD
- 6234623
- Firm
- WT Wealth Management · CRD 169566
- Office
- 813 North Beaver Street, Flagstaff, AZ 86001
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wtwealthmanagement.com
Where does Glenn Leest work?
Glenn Leest is an investment adviser representative registered through WT Wealth Management, LLC since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Glenn Leest a financial advisor?
Yes. Glenn Leest has a current investment-adviser registration in Arizona, California, Colorado, Nebraska, Nevada, New York, Oregon, Texas, Utah and Washington, through WT Wealth Management since May 2018.
How many years of experience does Glenn Leest have?
Glenn Leest has 11 years in the financial industry, since July 2015, across 3 adviser firms.
What exams has Glenn Leest passed?
Glenn Leest has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 2013. FINRA credited Glenn Leest with the SIE, which began in October 2018.
Where did Glenn Leest work before WT Wealth Management?
Before WT Wealth Management, Glenn Leest was registered through Four Peaks Wealth Management, LLC, June 2015 to March 2018; Oneamerica Securities, Inc., May 2015 to June 2015.
Where is Glenn Leest based?
Glenn Leest’s registered office is in Flagstaff, AZ.
Is Glenn Leest registered with FINRA?
No. Glenn Leest has no current broker registration.
How can I verify Glenn Leest’s record?
Search CRD 6234623 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Glenn Leest’s full registration record.
