Travis Jarrett Mckenzie
Investment adviser representative at Henssler Financial
13 yearsExperience
1 stateRegistered in
$3.8BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Alps Distributors, Inc.Mar 2014 to now
- Henssler FinancialJul 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (GA).
Henssler Financial
Legal name: G. W. Henssler & Associates, Ltd
$3.8BAssets managed
1,746Clients
30Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6281966
- Firm CRD
- 104545