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Christopher Lee Heisten

HEISTEN FINANCIAL, LLC·ANCHORAGE, Alaska
SIE, Series 7, Series 66CFPClean record18 years registeredHEISTEN FINANCIAL, LLC
3003 MINNESOTA DRIVE, ANCHORAGE, AK 99503CRD# 5452103Firm CRD# 315647

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Lee Heisten · ANCHORAGE, AK
Registration
CRD #5452103 · HEISTEN FINANCIAL, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

HEISTEN WRENN PRIVATE WEALTH, LLC
Nov 2021 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Mar 2015 – Dec 2021
Anchorage, AK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Apr 2008 – Mar 2015
ANCHORAGE, AK
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 18, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HEISTEN FINANCIAL, LLC
CRD 315647 · SEC 801-122026
AUM
$124M
Regulatory assets under management
Employees
3
392 client accounts
Services offered by HEISTEN FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HEISTEN FINANCIAL, LLC →
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05

Frequently Asked Questions

What services does Christopher Lee Heisten offer?
Christopher Lee Heisten specializes in Financial Planning, Investment Management. Contact their office in ANCHORAGE, Alaska for a consultation.
What are Christopher Lee Heisten's credentials?
Christopher Lee Heisten holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Lee Heisten located?
Christopher Lee Heisten is based in ANCHORAGE, Alaska, working with HEISTEN FINANCIAL, LLC. Their office serves clients in the ANCHORAGE metropolitan area and surrounding communities.
How does Christopher Lee Heisten charge for services?
Christopher Lee Heisten's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEISTEN FINANCIAL, LLC?
HEISTEN FINANCIAL, LLC has approximately 3 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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