John Heilner has been Chief Investment Officer of WT Wealth Management since October 2013, is a control person of the firm and directly owns under 5% of it.
WT Wealth Management, LLC is a Scottsdale, AZ firm with $419M under management, 1,141 clients and 13 advisers across 4 offices, as of its March 2026 filing.
John Heilner is Chief Investment Officer of WT Wealth Management. He started with the firm in 2013 as employee number one and was tasked with creating its investment philosophy and asset allocation strategies. Earlier he was a Municipal Bond Specialist at John Nuveen, National Mutual Fund Strategist at ING Mutual Funds, and Portfolio Manager and Economist at Palo Verde Capital.
John Heilner’s longest registration is the current one, 12 years at WT Wealth Management since 2013. Before joining WT Wealth Management in 2013, John Heilner was registered through WT Wealth Management, LLC and Palo Verde Capital, LLC.
- Private Client Group– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 165178
- WT Wealth Management, LLCCurrent– present · 12 yearsScottsdale, AZ · Adviser representative · Firm CRD 169566
- WT Wealth Management, LLC– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 167001
- Palo Verde Capital, LLC– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 164321
- Pvpe, LLC– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 139934
Investment adviser representative registrations
John Heilner is registered as an investment adviser representative in 12 states. The first approvals date from December 2013; the most recent is North Carolina, in November 2025.
- ArizonaSince 2 December 2013
- CaliforniaSince 21 July 2016
- FloridaSince 18 December 2023
- GeorgiaSince 13 February 2023
- IdahoSince 1 December 2021
- NevadaSince 14 November 2016
- New HampshireSince 27 November 2023
- New YorkSince 30 November 2021
- North CarolinaSince 18 November 2025
- OregonSince 2 June 2025
- UtahSince 4 January 2019
- WashingtonSince 1 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 May 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 December 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 November 2011 |
| Series 24 | General Securities Principal Examination | 24 October 2000 |
| Series 31 | Futures Managed Funds Examination | 17 July 1997 |
| Series 7 | General Securities Representative Examination | 6 December 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Full name
- John Kenneth Heilner
- CRD
- 2431461
- Firm
- WT Wealth Management · CRD 169566
- Role
- Chief Investment Officer
- Office
- 20865 NORTH 90TH PLACE, SUITE 105, Scottsdale, AZ 85255
- Registration
- Investment adviser registration
- In the industry since
- August 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wtwealthmanagement.com
Where does John Heilner work?
John Heilner has been Chief Investment Officer of WT Wealth Management, LLC since October 2013, and is a control person of the firm.
Is John Heilner a financial advisor?
Yes. John Heilner has a current investment-adviser registration in Arizona, California, Florida, Georgia, Idaho, Nevada, New Hampshire, New York, North Carolina, Oregon, Utah and Washington, through WT Wealth Management since December 2013.
How many years of experience does John Heilner have?
John Heilner has 14 years in the financial industry, since August 2012, across 5 adviser firms.
What exams has John Heilner passed?
John Heilner has passed 6 licensing exams: the Series 7, Series 31, Series 24, Series 6, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1993. FINRA credited John Heilner with the SIE, which began in October 2018.
Where did John Heilner work before WT Wealth Management?
Before WT Wealth Management, John Heilner was registered through Palo Verde Capital, LLC, December 2012 to April 2013; Pvpe, LLC, May 2012 to December 2012.
Where is John Heilner based?
John Heilner’s registered office is in Scottsdale, AZ.
Is John Heilner registered with FINRA?
No. John Heilner has no current broker registration.
How can I verify John Heilner’s record?
Search CRD 2431461 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Heilner’s full registration record.