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CC

Cathal E. Carson

HENSSLER FINANCIAL
Kennesaw, GA 30144
Some features on this profile are disabled
CRD#: 7426793
CC

Professional summary

Cathal E Carson is a registered financial advisor currently at HENSSLER FINANCIAL located in Kennesaw, Georgia.

Cathal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Cathal has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cathal E Carson'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®
None

Experience

Current

May 9, 2024 - Present

HENSSLER FINANCIAL

Office #1: 3735 Cherokee Street, Kennesaw, GA 30144
RIA
CRD#: 104545
Kennesaw, 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".
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
(5/9/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/23/2024
Uniform Investment Adviser Law 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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