Heisten Wrenn Private Wealth, LLC

William Wrenn is a financial advisor at Heisten Wrenn Private Wealth, LLC in Anchorage, AK, holding a Series 66 designation with six years of industry experience. Prior to joining Heisten Wrenn Private Wealth, he worked at Heisten Financial, LLC and Raymond James Financial Services. Outside of his advisory role, Wrenn serves as an assistant coach for the U-16 Team Alaska Tier 1 Hockey program. Heisten Wrenn Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management as well as consulting engagements. The firm employs a tailored investment approach based on client risk tolerance and time horizon, utilizing third-party technology and AI-supported platforms to manage assets and rebalancing, and manages over $230 million in discretionary assets.

Christopher Heisten is a CFP® and holds a Series 66 license, with 17 years of experience in the financial services industry. He is currently a principal at Heisten Wrenn Private Wealth, LLC and previously worked at Raymond James Financial Services from 2015 to 2021. Heisten Wrenn Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm employs a tailored investment approach using asset allocation, dollar-cost averaging, and technical analysis, and incorporates third-party technology platforms to support rebalancing and operational functions.