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Christopher Lee Heisten

Heisten Financial, LLC

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About Christopher Lee Heisten

Christopher Heisten is a financial advisor who has been working in the industry since 2008. Christopher holds a Series 7 and Series 66 license. Christopher currently works at Heisten Financial, LLC. Christopher is also licensed in Alaska and Texas. Previously, Christopher worked at Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher is a Certified Financial Planner. Christopher is a member of the Financial Planning Association. Christopher specializes in providing financial planning and portfolio management services to individuals and families. Christopher also works with pension and profit-sharing plans.

Firm Information

Christopher Heisten is currently registered with Heisten Financial, LLC. Heisten Financial, LLC is an investment advisor based in Anchorage, AK. The firm manages $168,715,791 in assets for 490 clients. Heisten Financial provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Heisten Financial, LLC

3003 MINNESOTA DRIVE

ANCHORAGE, AK 99503

$168.72M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Heisten’s Registration & Firm History

AK

02/26/2024 - Present

Heisten Financial, LLC (ANCHORAGE AK)

AK

02/26/2015 - 12/03/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (Anchorage AK)

AK

03/20/2008 - 03/02/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANCHORAGE AK)

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Licenses & Designations

BOTH

Issued 04/15/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Lee Heisten.
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