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WL

William G. Lako

HENSSLER FINANCIAL
Kennesaw, GA 30144
Some features on this profile are disabled
CRD#: 2861508
WL

Professional summary

William George Lako JR, CFP® is a registered financial advisor currently at HENSSLER FINANCIAL located in Kennesaw, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. William has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 28 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
HENSSLER ASSET MANAGEMENT, LLC; REGISTERED INVESTMENT ADVISER; 3735 CHEROKEE STREET, KENNESAW, GA 30144; INVESTMENT ADVISER TO THE FUND, CORPORATIONS AND INDIVIDUALS; BILL IS A MEMBER; WHOLLY OWNED AFFILIATE OF GWH, 02/1998; SIGNIFICANT; SIGNIFICANT; SIMILAR TO DUTIES FOR GWH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William George Lako JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

April 7, 2003 - Present

HENSSLER FINANCIAL

Office #1: 3735 Cherokee Street, Kennesaw, GA 30144
RIA
CRD#: 104545
Kennesaw, GA
Past

July 12, 2005 - May 24, 2019

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
KENNESAW, GA
Past

December 2, 2003 - May 20, 2005

CITCO MUTUAL FUND DISTRIBUTORS, INC.

BD
CRD#: 41920
MALVERN, PA
Past

April 28, 2003 - June 30, 2020

HENSSLER FINANCIAL

RIA
CRD#: 107866
KENNESAW, GA
Past

November 7, 2001 - October 24, 2003

LIGHTHOUSE BROKERAGE AND FINANCIAL SERVICES, LLC

BD
CRD#: 113519
MARIETTA, GA
Past

May 12, 1998 - October 31, 2001

INCAP SECURITIES, INC.

BD
CRD#: 25401
BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HF
HENSSLER FINANCIAL
G. W. HENSSLER & ASSOCIATES, LTD | THE HENSSLER FINANCIAL GROUP | HENSSLER G W & ASSOCIATES LTD | HENSSLER FINANCIAL

CRD#: 104545 / SEC#: 801-37240

RIA
Registered Investment Advisory firm - (8/24/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(4/7/2003)

Exams

State Security Law Exam
RR
Series 63
Date: 6/2/1998
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/16/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 28
Date: 8/23/2001
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/26/2001
Investment Company Products/Variable Contracts Principal Examination

Current Firm

HF
HENSSLER FINANCIAL
G. W. HENSSLER & ASSOCIATES, LTD | THE HENSSLER FINANCIAL GROUP | HENSSLER G W & ASSOCIATES LTD | HENSSLER FINANCIAL

CRD#: 104545 / SEC#: 801-37240

RIA
Registered Investment Advisory firm - (8/24/1990 Approved)
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Contact information

Main Address
3735 Cherokee Street, Kennesaw, GA 30144
Mailing Address
Phone number
(770) 429-9166
Established
Firm type
Fiscal year end
# of Employees
96

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HENSSLER FINANCIAL FORM ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts5,230
AUM (Assets Under Management)$ 3,403,216,968

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/22/2025
Cover Page
Report
08/29/2024
Cover Page
Report
07/31/2023
Cover Page
Report
10/28/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HENSSLER FINANCIAL

CRD#: 104545Kennesaw, GA 30144

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