Patrick
Kendrick

Henssler Financial

CRD#7922084
Investment Advisor
in Kennesaw, GA

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About this Advisor

Patrick Kendrick is a financial advisor based in Kennesaw, Georgia, working with Henssler Financial. Patrick has previously held positions at G W Henssler & Associates LTD, Marietta Country Club, Stagecoach Nightclub, Ted's Montana Grill, Taqueria Los Hermanos, and Chicken Salad Chick. Patrick has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Patrick 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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3735 Cherokee Street
Kennesaw, GA 30144

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Henssler Financial Brokerage Details

Total Assets Under Management

$3,005,733,305

GA Average: $3,570,121,308
Total Number of Employees

90

GA Average: 58
Total Number of Accounts

4,917

GA Average: 1,608
Average Account Size

$611,294

GA Average: $2,220,225

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

Patrick Kendrick Work History

2021 - Present (3 years)

G W Henssler & Associates LTD

2020 - 2021 (1 year)

G W Henssler & Associates LTD

2019 - 2019 (< 1 year)

G W Henssler & Associates LTD

2019 - 2019 (< 1 year)

Marietta Country Club

2017 - 2018 (1 year)

Stagecoach Nightclub

2017 - 2017 (< 1 year)

Ted'S Montana Grill

2016 - 2016 (< 1 year)

Taqueria Los Hermanos

2015 - 2015 (< 1 year)

Chicken Salad Chick

Disclosures

Please visit the SEC profile of Patrick Kendrick 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

Alyson Kountz
Kennesaw, GA
Zachary Alexander
Atlanta, GA
Travis Mckenzie
Kennesaw, GA
Thomas Daniel
Atlanta, GA
Patrick Kendrick
Kennesaw, GA
Clayton Norman
Kennesaw, GA
Cathal Carson
Kennesaw, GA
Kenneth Duckett
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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