Thomas L. Daniel

HENSSLER FINANCIAL

Atlanta, GA 30342

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CRD#: 6241432

Professional summary

Thomas Logan Daniel, CFP® is a registered financial advisor currently at HENSSLER FINANCIAL located in Atlanta, Georgia.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Thomas has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 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, 3735 Cherokee St., Kennesaw, GA 30144, this is an LLC, financial services business, financial planning and advising and client relationship management. Duties include day to day client/account activities and cash flow projections. 160 hours per month with 160 trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Logan Daniel'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: 2016

Experience

Current

January 8, 2016 - Present

HENSSLER FINANCIAL

Office #1: 5565 Glenridge Connector Suite 1900, Atlanta, GA 30342

RIA

CRD#: 104545

Atlanta, GA

Past

October 20, 2015 - May 24, 2019

ALPS DISTRIBUTORS, INC.

CRD#: 16853

KENNESAW, GA

Past

September 4, 2013 - September 30, 2015

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC

CRD#: 142619

THOMASVILLE, GA

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
(1/8/2016)

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: 10/17/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/4/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/3/2014

General Securities Principal 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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Thomas L. Daniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Logan Daniel's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPS DISTRIBUTORS, INC.

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC

Primary Firm SEC Registration

HENSSLER FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2013

SIE

Date: 10/1/2018

Series 7

Date: 9/4/2013

Series 24

Date: 10/3/2014

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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