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Karl Canty Smith

Henssler Financial

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About Karl Canty Smith

Karl Canty Smith is a financial advisor with Henssler Financial. Karl Smith is registered with the state of Georgia. Karl Smith has been in the industry since January 2012 and has a Series 6, Series 63, and SIE license. Karl Smith has a Certified Financial Planner designation and is a Managing Associate at Henssler Financial. Karl Smith specializes in providing financial planning, investment advice, and wealth management services. Karl Smith has over 10 years of experience in the financial services industry.

Firm Information

Karl Smith is currently registered with Henssler Financial. Henssler Financial, located in Kennesaw, GA, is an investment advisor registered with the SEC and offers a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. They manage over $3 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. You can find them on Twitter, Facebook, LinkedIn, YouTube, TikTok, and Instagram.
Henssler Financial

3735 CHEROKEE STREET

KENNESAW, GA 30144

$3.01B

Assets Under Management

40

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Karl Smith’s Registration & Firm History

GA

09/13/2013 - Present

Henssler Financial (KENNESAW GA)

GA

01/10/2012 - 05/24/2019

ALPS DISTRIBUTORS, INC. (KENNESAW GA)

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Licenses & Designations

BC

Issued 01/09/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Karl Canty Smith. Review regulatory record here.
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