Karl
Smith
Henssler Financial
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About this Advisor
Karl Smith is a certified financial planner operating in Kennesaw, Georgia, who has 10 years of industry experience. Smith currently works for Henssler Financial. Over the course of their career, Smith has held roles at The Henssler Financial Group and Alps Distributors, Inc. Smith holds a Series 63 license, qualifying them as a securities representative, and is approved to advise clients in Georgia. Henssler Financial is a registered investment business that has its headquarters in Kennesaw, GA. The investment advisory business has a total of 91 people on staff. It oversees $3 billion in total assets among its 1,443 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises four charities and foundations. Of its 1,443 customer accounts, 41% belong to high-net-worth individuals who have more than $1 million in assets. Henssler Financial has a number of services, such as 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. Financial management fees typically are based on which services the firm provides the client. However, fee types billed by Henssler Financial most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Henssler Financial Brokerage Details
$2,639,365,428
91
1,443
$1,829,082
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
Karl Smith Work History
Karl has been registered as a financial advisor for 10 years.*
Alps Distributors, Inc
The Henssler Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Karl Smith 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
Kennesaw, GA
Atlanta, GA
Kennesaw, GA
Kennesaw, GA
Kennesaw, GA
Kennesaw, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
