Alyson
Kountz
Henssler Financial
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About this Advisor
Alyson Kountz is a financial advisor based in Kennesaw, Georgia, working with Henssler Financial. Alyson has previously held positions at Full Time Education, Kennesaw State University, Henssler Financial, and Maurice's. Alyson has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Alyson is part of Henssler Financial, which operates out of Kennesaw, Georgia. The firm has 1 office and 90 employees. The firm manages assets totaling $3.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Henssler Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Henssler Financial Brokerage Details
$3,005,733,305
90
4,917
$611,294
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Alyson Kountz Work History
Henssler Financial
Kennesaw State University
Maurice'S
Full Time Education
Disclosures
Please visit the SEC profile of Alyson Kountz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Henssler Financial
Kennesaw, GA
Atlanta, GA
Kennesaw, GA
Kennesaw, GA
Atlanta, GA
Kennesaw, GA
Kennesaw, GA
Kennesaw, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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