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Inactive

Michael James Coelho

Henssler Financial

Kennesaw, GA

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Current Employers
Henssler Financial

3735 Cherokee Street, Kennesaw, GA 30144 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-01-15
  • GA RA
    APPROVED
    Since 2025-01-15

Branch Locations

3735 Cherokee Street, Kennesaw, GA 30144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co. Orlando FL 07/2015 12/2017
Charles Schwab & Co. Orlando FL 01/2018 09/2019
American Financial Advisors, Llc Marietta GA 09/2019 06/2024
Henssler Financial Kennesaw GA 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-31
  • S66 Uniform Combined State Law Examination
    2016-08-31
Designations

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
UNITY FINANCIAL PLANNING GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRICORD INVESTMENT ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

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JOSEPH YEGANEGI
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JAMES PARNICK JENNINGS

Other Offices

EDWARD JONES · KENNESAW, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KENNESAW, GA
MML INVESTORS SERVICES, LLC · Kennesaw, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Kennesaw, GA
UNITY FINANCIAL PLANNING GROUP LLC · KENNESAW, GA
AMERIPRISE FINANCIAL SERVICES, LLC · KENNESAW, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Kennesaw, GA
TRICORD INVESTMENT ADVISORS, INC. · KENNESAW, GA

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