
William Wrenn - CFP®, AAMS®
Hockey Player

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Connect with William Wrenn - CFP®, AAMS® to Send Message
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About me
Financial/Retirement Planner at Heisten Financial LLC
Education

University of Alaska Anchorage
-Bachelor of Business Administration - BBA Finance, General 3.87Activities and Societies: Cum Laude
Experience

Alaska Aces
Jan 2007 - Jan 2009Hockey Player
University of Denver
Jan 2009 - Jan 2011College Hockey Player
Portland Winterhawks
Jan 2011 - Jan 2012Professional Hockey Player
Texas Stars Hockey Club
Jan 2012 - Jan 2015Professional Hockey Player
Alaska Aces
Jan 2015 - Jan 2016Professional Hockey Player
Toronto Marlies
Jan 2016 - Jan 2017Professional Hockey Player
Dinamo Riga
Jan 2017 - Jan 2018Professional Hockey Player
Hockey-Team Vaasan Sport
Jan 2017 - Jan 2018Professional Hockey Player
EHC Wolfsburg Grizzly Adams GmbH
Jan 2018 - Jan 2019Professional Hockey Player
Raymond James Financial Services- Heisten Financial
Nov 2019 - Nov 2021Financial ConsultantSecurities 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 - nowWe 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 - nowFinancial Planner
Mar 2020 - now
Licenses & Certifications

Series 66
Jan 2019
Series 7
Jan 2019
Accredited Asset Management Specialist℠
College for Financial PlanningMay 2019
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