Michael J. Coelho

HENSSLER FINANCIAL

Kennesaw, GA 30144

Some features on this profile are disabled

CRD#: 6527437

Professional summary

Michael James Coelho, CFP® is a registered financial advisor currently at HENSSLER FINANCIAL located in Kennesaw, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Coelho'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: 2019

Experience

Current

January 15, 2025 - Present

HENSSLER FINANCIAL

Office #1: 3735 Cherokee Street, Kennesaw, GA 30144

RIA

CRD#: 104545

Kennesaw, GA

Past

May 4, 2020 - July 2, 2024

AMERICAN FINANCIAL ADVISORS, LLC.

RIA

CRD#: 115824

MARIETTA, GA

Past

August 31, 2016 - September 17, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Orlando, FL

Past

July 21, 2016 - September 17, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Orlando, FL

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
(1/15/2025)

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: 8/31/2016

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: 7/21/2016

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 12/6/2016

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/24/2016

General Securities Sales Supervisor - Options Module 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael J. Coelho

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Coelho's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN FINANCIAL ADVISORS, LLC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

HENSSLER FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/21/2016

Series 10

Date: 12/6/2016

Series 9

Date: 10/24/2016

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

Similar Advisors