Samantha Kate Greckel
Investment adviser representative at Henssler Financial
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.8BFirm assets
Are you Samantha Kate Greckel? Claim your profile
Contact this firm
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
10 years in the industry.
- Henssler FinancialJan 2021 to now
- Georgia College and State UniversityAug 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 8032627
- Firm CRD
- 104545