Christopher Lee Heisten
Investment adviser representative at Heisten Wrenn Private Wealth, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$231.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Heisten Wrenn Private Wealth, LLCJan 2026 to now
- Heisten Financial LLCAug 2021 to Dec 2025
- Raymond James Financial Services Advisors Inc.Mar 2015 to Nov 2021
- Raymond James Financial Services, Inc.Feb 2015 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AK, TX).
Heisten Wrenn Private Wealth, LLC
$231.8MAssets managed
224Clients
2Advisers
5 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
- 5452103
- Firm CRD
- 315647