Unclaimed Profile

John Kenneth Heilner

WT WEALTH MANAGEMENT, LLC·SCOTTSDALE, Arizona

SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 65Clean record14 years registeredWT WEALTH MANAGEMENT, LLC

7161 EAST RANCHO VISTA DRIVE, SCOTTSDALE, AZ 85251CRD# 2431461Firm CRD# 169566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Kenneth Heilner · SCOTTSDALE, AZ

Registration

CRD #2431461 · WT WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

WT WEALTH MANAGEMENT, LLC

Dec 2013 – present

PRIVATE CLIENT GROUP

May 2014 – Nov 2014

SCOTTSDALE, AZ

WT WEALTH MANAGEMENT, LLC

Jun 2013 – Dec 2013

SCOTTSDALE, AZ

PALO VERDE CAPITAL, LLC

Dec 2012 – Apr 2013

SCOTTSDALE, AZ

PVPE, LLC

May 2012 – Dec 2012

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · May 29, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WT WEALTH MANAGEMENT, LLC

CRD 169566 · SEC 801-112701

AUM

$311M

Regulatory assets under management

Employees

2,429 client accounts

Services offered by WT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WT WEALTH MANAGEMENT, LLC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Kenneth Heilner offer?

John Kenneth Heilner specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are John Kenneth Heilner's credentials?

John Kenneth Heilner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Kenneth Heilner located?

John Kenneth Heilner is based in SCOTTSDALE, Arizona, working with WT WEALTH MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does John Kenneth Heilner charge for services?

John Kenneth Heilner's firm is compensated through percentage of aum, hourly charges, other: fees for educational seminars. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WT WEALTH MANAGEMENT, LLC?

WT WEALTH MANAGEMENT, LLC has approximately 19 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →