Brent L. Rankin
Advisor at WT Wealth Management, LLC — Wayne, NE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
9 years
Location
Wayne, NE
WT Wealth Management, LLC
Team
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.
Based on WT Wealth Management, LLC
$150 to $250 per hour for initial plan or updates
$250 to $1,000 per quarter, payable quarterly in advance
Wayne, NE
Wayne NE
Advisors at this office
1
Arizona · California · Nebraska · Oregon
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
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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