Glenn Leest (CRD# 6234623) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wt Wealth Management, LLC | Scottsdale, AZ | Jan 2018 - Current | 6 |
| Four Peaks Wealth Management, LLC | Flagstaff, AZ | May 2015 - Dec 2017 | 2 |
| American United Life | Flagstaff, AZ | Jun 2013 - May 2015 | 1 |
| Spence Cassidy & Associates | Scottsdale, AZ | Jun 2013 - May 2015 | 1 |
| Oneamerica Securities, Inc. | Scottsdale, AZ | Jun 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- AZ
- CA
- NE
- NV
- NY
- OR
- TX
- UT
- WA
-
Total Assets Under Management311MILLIONS
-
Total Number of Accounts2,429ACCOUNTS
-
Average Account Value$128,080
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, FL, GA, ID, NE, NH, NV, NY, OR, TX, UT, WA, WY
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