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Selection of Other Advisors Advisors in Kennesaw, Georgia
72 Results
Unclaimed

Henssler Financial | CFP ® (Certifications)

location

KENNESAW, GA

0 Disclosures

ADVISOR BIO

Adam Stadalius is a financial advisor with Henssler Financial based in Kennesaw, GA. Adam is a Certified Financial Planner and specializes in providing financial planning, pension consulting and selection of other advisors. He is also experienced in portfolio management for businesses, individuals, and investment companies. Adam's clients include individuals, high-net-worth individuals, investment companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. He is registered with the state of Georgia as an Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Henssler Financial | CFP ® (Certifications)

location

KENNESAW, GA

0 Disclosures

ADVISOR BIO

Adam Ledbetter is a financial advisor at Henssler Financial. Adam has been in the financial services industry since January 2001. Adam is a Certified Financial Planner and has earned the Series 6, Series 63 and SIE licenses. Adam has experience providing financial planning and asset management services to individuals, families, businesses, and retirement plans. Adam's firm, Henssler Financial, is a Registered Investment Advisor that provides a range of financial planning services, including portfolio management, retirement planning, and college savings planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Henssler Financial

location

KENNESAW, GA

0 Disclosures

ADVISOR BIO

Alyson Kountz is an Investment Advisor Representative associated with Henssler Financial. Alyson is registered in Georgia. Alyson holds the Series 65 license. Alyson has been active in the industry since 2014. Alyson has worked at Full Time Education, Kennesaw State University, and Maurice's in addition to her current role with Henssler Financial.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

KENNESAW, GA

0 Disclosures

ADVISOR BIO

Amiyah Seals is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., licensed in Georgia and Texas. Amiyah has been in the financial services industry since December 2013 and has successfully passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Amiyah is specialized in providing financial services to individuals, corporations, high net worth individuals, pension and profit-sharing plans, charitable organizations, and insurance companies.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

KENNESAW, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Angela Delion is a financial advisor with Ameriprise Financial Services, LLC. Angela has been in the financial industry since May 20, 1998. Angela is registered to provide investment advisory services in Florida and Georgia, and has been registered to provide investment advisory services in Georgia since March 19, 2003. Angela also holds Series 7 and Series 63 licenses, and is a Certified Financial Planner. Angela has experience in working with individuals, corporations and other businesses, charitable organizations, trusts/estates, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

Kennesaw, GA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Sodipo is a financial advisor with Ameriprise Financial Services, LLC, and has been working in the industry since 1990. Anthony is registered as an investment advisor representative in Georgia and is also a registered representative in Alabama, Arizona, Florida, Georgia, Massachusetts, Mississippi, New Jersey, New York, South Carolina, Virginia, and Washington. Anthony specializes in providing financial planning, pension consulting, educational seminars, and publication of periodicals. Anthony’s firm, Ameriprise Financial Services, LLC, is based in Minneapolis, Minnesota and manages over $479 billion in assets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

Kennesaw, GA

experience

24 Years Experience

disclosure

13 Disclosures

ADVISOR BIO

Audrey Croft is a financial advisor with Ameriprise Financial Services, LLC. Audrey has been in the financial industry for over 20 years and has a broad base of experience in providing investment advice to individuals and families. Audrey has worked in various roles within the financial services industry, including working as a financial advisor, financial planner, and financial consultant. Audrey is registered to offer securities and investment advice in several states, including Georgia, Texas, Alabama, California, Florida, Indiana, Louisiana, New York, North Carolina, and South Carolina.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

KENNESAW, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Bruno Carvalho Correa is a financial professional registered with Wells Fargo Clearing Services, LLC. Bruno has been in the industry since August 2023 and holds the Series 63, Series 6TO, and SIE licenses. Bruno is currently registered with the state of Georgia and has experience in financial planning, portfolio management, and investment consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Henssler Financial

location

KENNESAW, GA

0 Disclosures

ADVISOR BIO

Cathal E. Carson is an investment advisor representative with Henssler Financial in Kennesaw, GA. Cathal is registered with the state of Georgia. Cathal holds the Series 65 license, the Uniform Investment Adviser Law Examination. Cathal has been in the industry since 2012. Prior to joining Henssler Financial, Cathal was employed by OTR Capital and was unemployed.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Brookstone Wealth Advisors, LLC

location

Kennesaw, GA

0 Disclosures

ADVISOR BIO

Christopher Hoffman is a financial advisor with Brookstone Wealth Advisors, LLC. Christopher has been in the industry for over 10 years and is registered with the state of Florida and Georgia. Christopher has a Series 7 and Series 66 license. Christopher specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Christopher is also the founder and president of Financial AI, an administrative technology company.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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