Justin J. Wagner

HENSSLER FINANCIAL

Naples, FL 34103

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CRD#: 5820875

Professional summary

Justin Jacob Wagner, AIF® is a registered financial advisor currently at HENSSLER FINANCIAL located in Naples, Florida.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Justin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

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 FINANCIAL, INVESTMENT RELATED, 3735 CHEROKEE ST, KENNESAW, GA, 30144, REGISTERED INVESTMENT ADVISOR, CLIENT RELATIONSHIP MANAGER, 11/13/2017, 180 HRS/MONTH, 130 HRS/MONTH DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Jacob Wagner'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 25, 2021 - Present

HENSSLER FINANCIAL

Office #1: 4850 Tamiami Trail N. #301, Naples, FL 34103

RIA

CRD#: 104545

Naples, FL

Past

January 25, 2019 - May 24, 2019

ALPS DISTRIBUTORS, INC.

CRD#: 16853

KENNESAW, GA

Past

September 10, 2012 - October 11, 2017

MORGAN STANLEY

RIA

CRD#: 149777

LOUISVILLE, KY

Past

August 9, 2012 - October 11, 2017

MORGAN STANLEY

CRD#: 149777

LOUISVILLE, KY

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".

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
(5/25/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/7/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/11/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2012

General Securities Representative Examination

Current Firm

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

SEC notice filing (22 States and Territories)

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 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	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.

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Justin J. Wagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Jacob Wagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPS DISTRIBUTORS, INC.

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

HENSSLER FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 9/7/2012

SIE

Date: 10/11/2017

Series 7

Date: 8/8/2012

Current Firm

HENSSLER FINANCIAL

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HENSSLER FINANCIAL

TRUST BUT VERIFY

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