William Wrenn - CFP®, AAMS®

William Wrenn - CFP®, AAMS®

Hockey Player

Followers of William Wrenn - CFP®, AAMS®2000 followers
location of William Wrenn - CFP®, AAMS®Anchorage, Alaska, United States

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  • Timeline

  • About me

    Financial/Retirement Planner at Heisten Financial LLC

  • Education

    • University of Alaska Anchorage

      -
      Bachelor of Business Administration - BBA Finance, General 3.87

      Activities and Societies: Cum Laude

  • Experience

    • Alaska Aces

      Jan 2007 - Jan 2009
      Hockey Player
    • University of Denver

      Jan 2009 - Jan 2011
      College Hockey Player
    • Portland Winterhawks

      Jan 2011 - Jan 2012
      Professional Hockey Player
    • Texas Stars Hockey Club

      Jan 2012 - Jan 2015
      Professional Hockey Player
    • Alaska Aces

      Jan 2015 - Jan 2016
      Professional Hockey Player
    • Toronto Marlies

      Jan 2016 - Jan 2017
      Professional Hockey Player
    • Dinamo Riga

      Jan 2017 - Jan 2018
      Professional Hockey Player
    • Hockey-Team Vaasan Sport

      Jan 2017 - Jan 2018
      Professional Hockey Player
    • EHC Wolfsburg Grizzly Adams GmbH

      Jan 2018 - Jan 2019
      Professional Hockey Player
    • Raymond James Financial Services- Heisten Financial

      Nov 2019 - Nov 2021
      Financial Consultant

      Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Heisten Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

    • Heisten Financial LLC

      Mar 2020 - now

      We don’t predict—we help you plan with confidenceHeisten Financial is a Registered Investment Advisor (RIA) based in Anchorage, Alaska. We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones. Our experienced professionals have been assembled to offer you the depth of resources, expertise and commitment needed to actively manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. Show less

      • Financial Consultant

        Nov 2021 - now
      • Financial Planner

        Mar 2020 - now
  • Licenses & Certifications

    • Series 66

      Jan 2019
    • Series 7

      Jan 2019
    • Accredited Asset Management Specialist℠

      College for Financial Planning
      May 2019