William K. Wrenn

HEISTEN FINANCIAL

ANCHORAGE, AK 99503

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CRD#: 7195106

Professional summary

William Kenneth Wrenn is a registered financial advisor currently at HEISTEN FINANCIAL, LLC located in Anchorage, Alaska.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Team Alaska Tier 1 Hockey Address: There are multiple ice rinks we practice at in Anchorage,Anchorage, AK Nature of the Business: Coach (paid) Position/Title: Coach (paid) Investment Related:No Start Date: 08/01/2020 Hours per month devoted to this business: 16 Hours per month devoted to this business during trading hours: 4 Description of duties:I am an assistant coach on the U-16 hockey team. My responsibility is to coach and develop the players on the ice. I have not been paid yet but I will be paid in the future.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kenneth Wrenn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 11, 2021 - Present

HEISTEN FINANCIAL, LLC

Office #1: 3150 C Street Suite 225, Anchorage, AK 99503

RIA

CRD#: 315647

ANCHORAGE, AK

Past

February 24, 2020 - December 8, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Anchorage, AK

Past

January 14, 2020 - December 8, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Anchorage, AK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HEISTEN FINANCIAL, LLC

HEISTEN FINANCIAL, LLC | METCALF CAPITAL WEALTH MANAGEMENT

CRD#: 315647 / SEC#: 801-122026

RIA

Registered Investment Advisory firm - (8/6/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alaska
(11/11/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/18/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/14/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/4/2019

Securities Industry Essentials Examination

Current Firm

HEISTEN FINANCIAL, LLC

HEISTEN FINANCIAL, LLC | METCALF CAPITAL WEALTH MANAGEMENT

CRD#: 315647 / SEC#: 801-122026

RIA

Registered Investment Advisory firm - (8/6/2021 Approved)

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Contact information

Main Address

3150 C Street Suite 225, Anchorage, AK 99503

Mailing Address

Phone number

(907) 222-6270

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HEISTEN FINANCIAL ADV PART 2A (9/2/2025)

Regulatory assets under management

Total Number of Accounts	490
AUM (Assets Under Management)	$ 168,715,791

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William K. Wrenn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kenneth Wrenn's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEISTEN FINANCIAL, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

HEISTEN FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/18/2020

Series 7TO

Date: 1/14/2020

SIE

Date: 12/4/2019

Current Firm

HEISTEN FINANCIAL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HEISTEN FINANCIAL, LLC

TRUST BUT VERIFY

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