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Brent L. Rankin

Advisor at WT Wealth Management, LLC — Wayne, NE

Updated today

Credentials

Series 63, Series 66

Experience

9 years

Location

Wayne, NE

WT Wealth Management, LLC logo

WT Wealth Management, LLC

Team

Total advisors

13

Across 6 offices

Clients per advisor

87 High

Avg AUM per client

$364,653 Very Low

HNW client ratio

9% Very Low

About

Brent Rankin is a financial advisor at WT Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc and J.P. Morgan Securities LLC. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, and behavioral bias reduction, and is notable for its affiliated professional-service entities and integrated approach to retirement plan management and insurance services.

Client services

Based on WT Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on WT Wealth Management, LLC

ESG / Sustainable investing Passive / index investing

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Fee options

Project-based

$150 to $250 per hour for initial plan or updates

Subscriptions

$250 to $1,000 per quarter, payable quarterly in advance

Location

See office

Wayne, NE

Wayne NE

Advisors at this office

1

Most active in

Arizona · California · Nebraska · Oregon

Work history

9 years of industry experience

WT Wealth Management

2020 - Present • 6 years

Scottsdale, AZ

J.P. Morgan Securities

2020 - 2020 • 1 year

Flagstaff, AZ

JPMorgan Chase Bank, N.A.

2020 - 2020 • 1 year

Flagstaff, AZ

Unemployed

2019 - 2020 • 1 year

Florence, AZ

Unemployed

2019 - 2019 • 1 year

Reno, NV

Charles Schwab & Co., Inc

2015 - 2019 • 4 years

Reno, NV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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George P

CFP®, Series 63, Series 65

Wayne, NE

D.H. Hill Advisors, Inc.

George Phelps is a CFP® with over 51 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2014 and also operates George Phelps Financial Consultant. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, national account servicing, and access to alternative investments, using both active and passive strategies alongside tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
user avatar

Justin D

Series 66

Wayne, NE

Ameriprise

Justin Davis is a financial advisor with Ameriprise in Wayne, Nebraska, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as a board member of the Wayne Area Economic Development Chamber and as vice-president of Wayne Community Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm delivers these services through a centralized consulting team, combining algorithmic automation with advisor input, and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Rodney H

Series 63, Series 66

Wayne, NE

LPL Financial

Rodney Hunke is a financial advisor with LPL Financial in Wayne, Nebraska, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has worked at Elkhorn Valley Bank & Trust and LPL Financial since 2015. Outside of his advisory role, he is also involved as an agent selling fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing discretionary and non-discretionary management alongside model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Isaac D

Series 63, Series 65

Wayne, NE

Ameriprise

Isaac Deichmann is a financial advisor with Ameriprise Financial Services in Wayne, Nebraska, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Ameriprise in 2021, he spent three years at Black Cow Fat Pig. He is also involved with Bedrock Holdings, where he provides client service and administrative support as well as advisory management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael V

Series 66

Wayne, NE

Edward Jones

Michael Varley is a financial advisor at Edward Jones in Wayne, Nebraska, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at F&M Bank for 18 years. He serves on the board of the Wayne County Farm Bureau, a nonprofit organization focused on promoting agriculture and educating the local community about its importance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kenneth M

Series 63, Series 66

Wayne, NE

Edward Jones

Kenneth Marra is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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