Claudia S. Lako
Professional summary
Claudia Suzanne Lako, who also goes by C. Suzanne Lako, Claudia Suzanne Liscio, Claudia Suzanne Murphy, is a registered financial advisor currently at HENSSLER FINANCIAL located in Kennesaw, Georgia.
Claudia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Claudia has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Claudia Suzanne Lako's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 8, 2003 - Present
HENSSLER FINANCIAL
Office #1: 3735 Cherokee Street, Kennesaw, GA 30144June 27, 2005 - May 24, 2019
ALPS DISTRIBUTORS, INC.
August 20, 2002 - May 20, 2005
CITCO MUTUAL FUND DISTRIBUTORS, INC.
October 29, 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
Current 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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