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Kenneth Lee Willner

WILLNER & HELLER LLC·ENCINO, California
Series 65Clean record9 years registeredWILLNER & HELLER LLC
15760 VENTURA BLVD, ENCINO, CA 91436CRD# 5020142Firm CRD# 135406

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Lee Willner · ENCINO, CA
Registration
CRD #5020142 · WILLNER & HELLER LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

WILLNER & HELLER LLC
Sep 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 28, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILLNER & HELLER LLC
CRD 135406 · SEC 801-112631
AUM
$137M
Regulatory assets under management
Employees
3
385 client accounts
Services offered by WILLNER & HELLER LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WILLNER & HELLER LLC →
Introduction

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05

Frequently Asked Questions

What services does Kenneth Lee Willner offer?
Kenneth Lee Willner specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ENCINO, California for a consultation.
What are Kenneth Lee Willner's credentials?
Kenneth Lee Willner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Lee Willner located?
Kenneth Lee Willner is based in ENCINO, California, working with WILLNER & HELLER LLC. Their office serves clients in the ENCINO metropolitan area and surrounding communities.
How does Kenneth Lee Willner charge for services?
Kenneth Lee Willner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLNER & HELLER LLC?
WILLNER & HELLER LLC has approximately 3 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew David Heller
ENCINO, CA

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