Scott
Brown

Henssler Financial

CRD#5073436
Investment Advisor
in Kennesaw, GA

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About this Advisor

Scott Brown is a financial advisor based out of Kennesaw, Georgia with 9 years of relevant experience. Brown currently works for Henssler Financial. Brown has gained experience at American United Life, Oneamerica Securities and Henssler Financial. Brown maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Georgia. Henssler Financial is an advisory company operating out of Kennesaw, GA. The investment advisory business has a total of 91 people on staff. It controls $3 billion in assets across its 1,443 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 1,443 client accounts, 41% belong to high-net-worth individuals who have greater than $1 million in investable assets. Henssler Financial has a broad assortment of services, including 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. A financial advisor's fee schedules depend on which services the firm provides the client. However, fee types billed by Henssler Financial likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

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

$2,639,365,428

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

91

GA Average: 58
Total Number of Accounts

1,443

GA Average: 1,608
Average Account Size

$1,829,082

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

Scott Brown Work History

Scott has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Henssler Financial

2010 - 2014 (4 years)

American United Life

2010 - 2014 (4 years)

Oneamerica Securities

*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 Scott Brown 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

Giuliana Barbagelata
Kennesaw, GA
Clayton Norman
Kennesaw, GA
Thomas Daniel
Atlanta, GA
Justin Wagner
Kennesaw, GA
Adam Stadalius
Kennesaw, GA
Shawna Theriault
Kennesaw, GA
Karl Smith
Kennesaw, GA
Travis Mckenzie
Kennesaw, 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.

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