Michael James Coelho
Investment adviser representative at Henssler Financial
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.8BFirm assets
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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
11 years in the industry.
- Henssler FinancialJun 2024 to now
- American Financial Advisors, LLCSep 2019 to Jun 2024
- Charles Schwab & Co.Jan 2018 to Sep 2019
- Charles Schwab & Co.Jul 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6527437
- Firm CRD
- 104545