John Kenneth Heilner
Investment adviser representative at Wt Wealth Management, LLC
13 yearsExperience
12 statesRegistered in
$419.1MFirm assets
8 yearsFirm in business
Are you John Kenneth Heilner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Wt Wealth Management, LLCJul 2013 to now
- Wt Tax Accounting, LLCJul 2014 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 12 states (AZ, CA, FL, GA, ID, NC, NH, NV, NY, OR, UT, WA).
Wt Wealth Management, LLC
$419.1MAssets managed
1,141Clients
13Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2431461
- Firm CRD
- 169566