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Tracy Hensler

HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC·FENTON, Michigan
Clean recordHENSLER & ASSOCIATES WEALTH MANAGEMENT LLC
12272 N. FENTON ROAD,, FENTON, MI 48430CRD# 6059454Firm CRD# 291609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracy Hensler · FENTON, MI
Registration
CRD #6059454 · HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tracy Hensler is a registered financial advisor based in FENTON, Michigan, affiliated with HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC
SAPPHIRE BLUE INVESTMENT PARTNERS
AUM
$201M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6059454
Firm CRD# 291609
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracy Hensler offer?
Tracy Hensler specializes in Investment Management, Wealth Management. Contact their office in FENTON, Michigan for a consultation.
What are Tracy Hensler's credentials?
Tracy Hensler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracy Hensler located?
Tracy Hensler is based in FENTON, Michigan, working with HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC. Their office serves clients in the FENTON metropolitan area and surrounding communities.
How does Tracy Hensler charge for services?
Tracy Hensler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC?
HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC has approximately 5 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC

Frederick Henry Hensler
FENTON, MI

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Research
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