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Thomas Logan Daniel

Henssler Financial

Kennesaw, GA

CRD 6241432

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Employer firm

Henssler Financial CRD 104545

$3.81B regulatory AUM 21 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Henssler Financial

3735 Cherokee Street, Kennesaw, GA 30144 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-01-08
  • GA RA
    APPROVED
    Since 2016-01-08

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
Henssler Financial Kennesaw GA 10/2015 Present
Other Businesses

Henssler Financial, 3735 Cherokee St., Kennesaw, GA 30144, this is an LLC, financial services business, financial planning and advising and client relationship management. Duties include day to day client/account activities and cash flow projections. 160 hours per month with 160 trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-17
  • S66 Uniform Combined State Law Examination
    2013-10-17

View on SEC IAPD

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