Gene W. Henssler
Professional summary
Gene Willie Henssler, who also goes by Gene Henssler, is a registered financial advisor currently at HENSSLER FINANCIAL located in Kennesaw, Georgia.
Gene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Gene has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gene Willie Henssler's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 8, 2003 - Present
HENSSLER FINANCIAL
Office #1: 3735 Cherokee Street, Kennesaw, GA 30144July 12, 2005 - May 24, 2019
ALPS DISTRIBUTORS, INC.
April 28, 2003 - June 30, 2020
HENSSLER FINANCIAL
August 20, 2002 - May 20, 2005
CITCO MUTUAL FUND DISTRIBUTORS, INC.
May 20, 1998 - July 12, 2002
INCAP SECURITIES, INC.
Primary Firm SEC Registration
HENSSLER FINANCIAL
CRD#: 104545 / SEC#: 801-37240
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2003)
Exams
Series 2
Date: 1/9/1995
Non-Member General Securities ExaminationCurrent Firm
HENSSLER FINANCIAL
CRD#: 104545 / SEC#: 801-37240
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,230 |
| AUM (Assets Under Management) | $ 3,403,216,968 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2025 | ||
| 08/29/2024 | ||
| 07/31/2023 | ||
| 10/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
