Travis Jarrett Mckenzie

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → Present
  Henssler Financial
  Kennesaw, GA
• 03/2014 → Present
  Alps Distributors, Inc.
  Kennesaw, GA

Other Businesses

HENSSLER FINANCIAL, REGISTERED INVESTMENT ADVISER, 3735 CHEROKEE STREET, KENNESAW, GA 30144, FINANCIAL PLANNING, FINANCIAL PLANNER, MAY 21, 2014, 40 HRS, 35, HRS, ESTABLISHING, ANALYZING, DEVELOPING, COMMUNICATING, IMPLEMENTING, AND MONITORING FINANCIAL PLANNING

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-25
• S63 Uniform Securities Agent State Law Examination
  2014-04-13