Skip to content

Christopher Heisten

Managing Member/Chief Compliance Officer at Heisten Wrenn Private Wealth in Anchorage, AK

Investment adviser registrationUpdated

Christopher Heisten is Managing Member/Chief Compliance Officer of Heisten Wrenn Private Wealth, LLC, an investment adviser managing $232M, and works from its Anchorage, AK office. Christopher Heisten has been registered as an investment adviser representative through Heisten Wrenn Private Wealth since 11 November 2021, has 18 years in the industry across 3 firms and has passed the Series 7 and Series 66.

18
Years in industry
4
Years at firm
3
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Christopher Heisten has been Managing Member/Chief Compliance Officer of Heisten Wrenn Private Wealth since June 2021, is a control person of the firm and directly owns between 50% and 75% of it. Christopher Heisten studied at the University of Maine.

Heisten Wrenn Private Wealth, LLC is an Anchorage, AK firm with $232M under management, 224 clients and 2 advisers in one office, as of its May 2026 filing.

Chris Heisten is Founder and Senior Wealth Advisor at Heisten Wrenn Private Wealth. He began his career in 2007 working with families on financial planning at Merrill Lynch. He later joined Raymond James Financial Services to own and run his own planning practice.

Christopher Heisten’s longest registration was 6 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2008–2015). Before joining Heisten Wrenn Private Wealth in 2021, Christopher Heisten was registered through Raymond James Financial Services Advisors, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

  1. – present · 4 years
    Anchorage, AK · Adviser representative · Firm CRD 315647
  2. Raymond James Financial Services Advisors, Inc
    – · 6 years
    Anchorage, AK · Adviser representative · Firm CRD 149018
  3. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    – · 6 years
    Anchorage, AK · Adviser representative · Firm CRD 7691

Credentials and registrations

Professional designations

Listed by Heisten Wrenn Private Wealth

  • CFP®

Investment adviser representative registrations

Christopher Heisten is registered as an investment adviser representative in 2 states. The first approvals date from November 2021; the most recent is Texas, in February 2024.

  • AlaskaSince 11 November 2021
  • TexasSince 26 February 2024

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6615 April 2008
Name
Uniform Combined State Law Examination
Series 719 March 2008
Name
General Securities Representative Examination

Key facts

Full name
Christopher Lee Heisten
CRD
5452103
Role
Managing Member/Chief Compliance Officer
Office
3150 C STREET, SUITE 225, Anchorage, AK 99503
Registration
Investment adviser registration
In the industry since
March 2008
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Christopher Heisten work?

Christopher Heisten has been Managing Member/Chief Compliance Officer of Heisten Wrenn Private Wealth, LLC since June 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 14 May 2026

Is Christopher Heisten a financial advisor?

Yes. Christopher Heisten has a current investment-adviser registration in Alaska and Texas, through Heisten Wrenn Private Wealth since November 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Christopher Heisten have?

Christopher Heisten has 18 years in the financial industry, since March 2008, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Christopher Heisten passed?

Christopher Heisten has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2008. FINRA credited Christopher Heisten with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Christopher Heisten work before Heisten Wrenn Private Wealth?

Before Heisten Wrenn Private Wealth, Christopher Heisten was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2008 to March 2015.

Source: IAPD individual record, checked 22 October 2026

Where is Christopher Heisten based?

Christopher Heisten’s registered office is in Anchorage, AK.

Source: IAPD individual record, checked 22 October 2026

Is Christopher Heisten registered with FINRA?

No. Christopher Heisten has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Christopher Heisten a CFP?

Heisten Wrenn Private Wealth lists Christopher Heisten with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Chris Heisten biography, heistenwrenn.com

How can I verify Christopher Heisten’s record?

Search CRD 5452103 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Heisten’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Heisten Wrenn Private Wealth

Sources

  1. IAPD individual record, CRD 5452103, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Heisten Wrenn Private Wealth, LLC, filed 14 May 2026. Title, control and ownership bands.
  3. Heisten Wrenn Private Wealth team page. Biography, education, credentials, awards.