Thomas
Daniel

Henssler Financial

CRD#6241432
Investment Advisor
in Atlanta, GA

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About this Advisor

Thomas Daniel is a financial advisor based in Atlanta, Georgia, working with Henssler Financial. Thomas has previously held positions at Allen, Mooney & Barnes Brokerage and Henssler Financial. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Thomas is part of Henssler Financial, which operates out of Atlanta, 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 66

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

5565 Glenridge Connector Suite 200
Atlanta, GA 30342

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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

Thomas Daniel Work History

2015 - Present (9 years)

Henssler Financial

2013 - 2015 (2 years)

Allen, Mooney & Barnes Brokerage

Disclosures

Please visit the SEC profile of Thomas Daniel 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
Kenneth Duckett
Kennesaw, GA
Adam Stadalius
Kennesaw, GA
Clayton Norman
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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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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