WILLIAM G. LAKO, JR., CFP®
678-797-3800 |
BLAKO@HENSSLER.COM
BUSINESS BACKGROUND
Lighthouse Insurance Agency, LLC | Kennesaw, GA
Owner and Member
May 2001 — Present
Advise senior management in the areas of risk, finance, and
investing; Make recommendations to reduce risk exposure in
the areas of asset/liability, credit, operational and compliance.
CNT Financial, LLC | Woodstock, GA
Board Member
January 2001 — March 2010
Provide guidance on business development activities to
promote philosophy and general direction of trust company.
“Money Talks” Radio Show | Kennesaw, GA
Anchor Host
October 1999 — Present
Host live talk radio show; Provide financial advice for
entertainment purposes; Negotiate station contracts; Shop
show to syndicate distributor.
The Henssler Funds, Inc. | Kennesaw, GA
Officer
February 1998 — Present
Participate in investment committee review of equity market
performance, individual equities, and economic trends and
news.
Henssler Asset Management, LLC | Kennesaw, GA
Member
Managing Director
January 2002 — Present
February 1998 — Present
Develop strategy and direction for the company; Lead senior
management of the company; Manage firm’s financial
resources.
G.W. Henssler & Associates, Ltd. | Kennesaw, GA
Principal
December 1998 — Present
Part owner
Managing Director
October 1998 — Present
Develop strategy and direction for the company; Guide senior
management of the company; Manage firm’s financial
resources.
Operations Manager
September 1997 — October 1998
Participate in senior management of the company; Manage
firm’s physical resources.
Associate
April 1995 — October 1998
Assist businesses and individuals with the growth and
maintenance of financial accounts and resources.
William G. Lako, Jr., CFP® | 3657 Club Drive, Kennesaw, GA 30144 | phone: 678-797-3800 fax: 770-428-3852
WILLIAM G. LAKO, JR., CFP®
678-797-3800 |
BLAKO@HENSSLER.COM
COMMUNITY
Kennesaw State University
Distinguished Alumni
2010
Five Star Wealth Managers List
Named on List in Atlanta Magazine
2008 — 2010
Coles College of Business, Kennesaw State University
Executive MBA Board of Advisors
Advisory Board
2008 — Present
2008 — Present
Generate ideas to create a broad range of opportunities for
students as they pursue their business education.
Executive MBA Program Guest Lecturer
2008 — Present
Provide personal financial strategies to prepare students with
applicable knowledge for their financial success.
Cobb County Chamber of Commerce
Member
Honorary Commanders Program
Present
2007 Graduate
EDUCATION
Georgia Perimeter College, formerly DeKalb Community College
Associate Degree, Business
1993
Kennesaw State University
Bachelor of Science, Finance
1995
REGISTRATIONS & CERTIFICATIONS
CERTIFIED FINANCIAL PLANNER® Certificant
Series 7, Series 26, Series 28, Series 63 and Series 65
Registered representative of ALPS Distributors, Inc.
William G. Lako, Jr., CFP® | 3657 Club Drive, Kennesaw, GA 30144 | phone: 678-797-3800 fax: 770-428-3852
2005