Kenneth Willner has been Partner of Willner & Heller since October 2003, is a control person of the firm and directly owns between 50% and 75% of it. Kenneth Willner studied at San Diego State University.
Willner & Heller LLC is an Encino, CA firm with $193M under management, 178 clients and 3 advisers in one office, as of its June 2026 filing.
Kenneth L. Willner formed Willner Heller LLC with Matthew Heller in 2003. Before that, he joined Milton F. Willner & Co. Certified Public Accounting, where he worked with his father until 2002. That year he renamed the firm Willner & Ornedo when Mario Ornedo became a partner in the accounting practice.
- Willner & Heller LLCCurrent– present · 10 yearsEncino, CA · Adviser representative · Firm CRD 135406
Investment adviser representative registrations
Kenneth Willner is registered as an investment adviser representative in California, since September 2016.
- CaliforniaSince 28 September 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 September 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kenneth Lee Willner
- CRD
- 5020142
- Firm
- Willner & Heller · CRD 135406
- Role
- Partner
- Office
- 15760 VENTURA BLVD, SUITE 2026, Encino, CA 91436
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- willnerheller.com
Where does Kenneth Willner work?
Kenneth Willner has been Partner of Willner & Heller LLC since October 2003, and is a control person of the firm.
Is Kenneth Willner a financial advisor?
Yes. Kenneth Willner has a current investment-adviser registration in California, through Willner & Heller since September 2016.
How many years of experience does Kenneth Willner have?
Kenneth Willner has 10 years in the financial industry, since September 2016, across 1 adviser firm.
What exams has Kenneth Willner passed?
Kenneth Willner passed the Series 65 in September 2016.
Where is Kenneth Willner based?
Kenneth Willner’s registered office is in Encino, CA.
Is Kenneth Willner registered with FINRA?
No. Kenneth Willner has no current broker registration.
How can I verify Kenneth Willner’s record?
Search CRD 5020142 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kenneth Willner’s full registration record.
