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Travis Jarrett McKenzie

Henssler Financial

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About Travis Jarrett McKenzie

Travis McKenzie is a financial advisor registered in Georgia. Travis is an Investment Advisor Representative for Henssler Financial, and they are actively involved in the financial planning and investment management for individual clients, corporations, high-net-worth individuals, and pension and profit sharing plans. Travis has been in the financial industry since 2013, and he has a proven track record of success.

Firm Information

Travis McKenzie 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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Travis McKenzie’s Registration & Firm History

GA

05/27/2014 - Present

Henssler Financial (KENNESAW GA)

GA

03/03/2014 - 05/24/2019

ALPS DISTRIBUTORS, INC. (KENNESAW GA)

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Licenses & Designations

IA

Issued 05/25/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis Jarrett McKenzie.
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