William Wrenn has held the title Member at Heisten Wrenn Private Wealth since January 2026, is a control person of the firm and directly owns between 25% and 50% of it. William Wrenn holds a BBA in Finance from the University of Alaska Anchorage.
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.
William Wrenn is Partner and Senior Wealth Advisor at Heisten Wrenn Private Wealth. He began his career in financial planning in 2019 and joined Chris Heisten. His previous career was in professional hockey, which he played for 7 years.
William Wrenn’s longest registration is the current one, 4 years at Heisten Wrenn Private Wealth since 2021. Before joining Heisten Wrenn Private Wealth in 2021, William Wrenn was registered through Raymond James Financial Services Advisors, Inc.
- – present · 4 yearsAnchorage, AK · Adviser representative · Firm CRD 315647
- Raymond James Financial Services Advisors, Inc– · 1 yearAnchorage, AK · Adviser representative · Firm CRD 149018
Professional designations
Listed by Heisten Wrenn Private Wealth
- CFP®
- AAMS®
Investment adviser representative registrations
William Wrenn is registered as an investment adviser representative in 2 states. The first approvals date from November 2021; the most recent is Louisiana, in June 2026.
- AlaskaSince 11 November 2021
- LouisianaSince 4 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 February 2020 |
| Series 7TO | General Securities Representative Examination | 14 January 2020 |
| SIE | Securities Industry Essentials Examination | 4 December 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- William Kenneth Wrenn
- CRD
- 7195106
- Firm
- Heisten Wrenn Private Wealth · CRD 315647
- Role
- Member
- Office
- 3150 C STREET, SUITE 225, Anchorage, AK 99503
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heistenwrenn.com
Where does William Wrenn work?
William Wrenn has held the title Member at Heisten Wrenn Private Wealth, LLC since January 2026, and is a control person of the firm.
Is William Wrenn a financial advisor?
Yes. William Wrenn has a current investment-adviser registration in Alaska and Louisiana, through Heisten Wrenn Private Wealth since November 2021.
How many years of experience does William Wrenn have?
William Wrenn has 6 years in the financial industry, since January 2020, across 2 adviser firms.
What exams has William Wrenn passed?
William Wrenn has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2019.
Where is William Wrenn based?
William Wrenn’s registered office is in Anchorage, AK.
Is William Wrenn registered with FINRA?
No. William Wrenn has no current broker registration.
Is William Wrenn a CFP?
Heisten Wrenn Private Wealth lists William Wrenn with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify William Wrenn’s record?
Search CRD 7195106 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Wrenn’s full registration record.