Henry M. Klausman
Professional summary
Henry Martin Klausman, who also goes by Hank Klausman, Hank Klausman, is a registered financial advisor currently at THE KLAUSMAN GROUP located in Atlanta, Georgia.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Henry has worked at 17 firms and has passed the Series 63, SIE, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Henry Martin Klausman's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2017 - Present
THE KLAUSMAN GROUP
July 20, 2016 - January 5, 2017
TRIAD ADVISORS LLC
July 19, 2016 - January 5, 2017
TRIAD ADVISORS LLC
March 2, 2016 - August 19, 2016
PEACHCAP TAX & ADVISORY, LLC
November 3, 2015 - August 19, 2016
PEACHCAP SECURITIES, INC.
August 19, 1998 - November 2, 2015
TRIAD ADVISORS LLC
January 30, 1995 - August 18, 1998
CAYE & CO., SECURITIES BROKERAGE
May 2, 1990 - January 26, 1995
STONEX SECURITIES INC.
November 19, 1989 - April 27, 1990
OSAIC WEALTH, INC.
February 6, 1987 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
August 6, 1986 - January 29, 1987
PLANVEST CAPITAL CORPORATION
August 12, 1985 - September 15, 1986
SECURITY DISTRIBUTORS
August 12, 1985 - March 19, 1987
SBL PLANNING, INC.
February 7, 1985 - August 22, 1986
PILOT FINANCIAL SERVICES, INC.
April 12, 1980 - February 19, 1985
FSC SECURITIES CORPORATION
March 10, 1977 - May 21, 1980
WZW FINANCIAL SERVICES, INC.
November 27, 1973 - April 2, 1977
ETI INVESTMENT CORPORATION
March 19, 1973 - December 1, 1973
LINCOLN FINANCIAL DISTRIBUTORS, INC.
October 27, 1970 - April 7, 1973
SHAINKER AND COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2017)
Exams
Series 1
Date: 9/14/1966
Registered Representative ExaminationCurrent Firm
THE KLAUSMAN GROUP
CRD#: 286505 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 24,736,569 |
Red Flags
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