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Shari Lynn Santell

Henssler Financial

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About Shari Lynn Santell

Shari Santell is a registered investment advisor representative with Henssler Financial in Marietta, GA. Shari has been in the securities industry since 1982 and has a wide range of experience, including working for CIBC World Markets Corp. and Paine, Webber, Jackson & Curtis Inc. Shari offers a variety of financial services including financial planning, portfolio management, pension consulting, and selection of other advisors.

Firm Information

Shari Santell 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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Shari Santell’s Registration & Firm History

GA

04/08/2003 - Present

Henssler Financial (MARIETTA GA)

PA

12/02/2003 - 05/03/2004

CITCO-QUAKER FUND DISTRIBUTORS, INC. (MALVERN PA)

NY

11/14/1984 - 05/07/2002

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NA

04/03/1988 - 04/18/1995

OPPENHEIMER & CO., INC.

NA

08/26/1982 - 05/14/1984

PAINE, WEBBER, JACKSON & CURTIS INC.

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Licenses & Designations

BC

Issued 10/25/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/1986

Series 3 - National Commodity Futures Examination

BC

Issued 08/21/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shari Lynn Santell.
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