Cannon Financial Strategists, Inc.

Cannon Financial Strategists, Inc. (CRD# 133509) is a financial advisory firm headquartered in Athens, GA. They manage $1,125,380,893 in 2,269 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,125
    MILLION
  • Total Number of Accounts
    2,269
    ACCOUNTS
  • Average Account Value
    $495,981
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, NC, SC, TN, TX

Financial Advisors at Cannon Financial Strategists, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Kristen A. Bell
CRD#: 6996935
649-8 South Milledge Ave, Athens, GA 30605

Kristen Bell (CRD# 6996935) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 3 years of experience in the finance industry. Kristen Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen M. Cavanaugh
CRD#: 4267559
649-8 South Milledge Ave, Athens, GA 30605

Stephen Cavanaugh (CRD# 4267559) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 21 years of experience in the finance industry. Stephen Cavanaugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John R. Cole
CRD#: 4008543
649-8 South Milledge Ave, Athens, GA 30605

John Cole (CRD# 4008543) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 22 years of experience in the finance industry.

4
Kelly L. Dixon
CRD#: 5854982
649-8 South Milledge Ave, Athens, GA 30605

Kelly Dixon (CRD# 5854982) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 11 years of experience in the finance industry.

5
Kelly L. Goekjian
CRD#: 6506911
649-8 South Milledge Ave, Athens, GA 30605

Kelly Goekjian (CRD# 6506911) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 4 years of experience in the finance industry. Kelly Goekjian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Matthew R. Goyen
CRD#: 5416828
649-8 South Milledge Ave, Athens, GA 30605

Matthew Goyen (CRD# 5416828) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 13 years of experience in the finance industry. Matthew Goyen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Judge Johnson
CRD#: 6780676
649-8 South Milledge Ave, Athens, GA 30605

Judge Johnson (CRD# 6780676) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 3 years of experience in the finance industry.

8
Stephen Kuzniak
CRD#: 6726947
649-8 South Milledge Ave, Athens, GA 30605

Stephen Kuzniak (CRD# 6726947) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 5 years of experience in the finance industry. Stephen Kuzniak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
James A. Middleton
CRD#: 5624164
649-8 South Milledge Ave, Athens, GA 30605

James Middleton (CRD# 5624164) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 11 years of experience in the finance industry.

10
Jonathan P. North
CRD#: 6210902
649-8 South Milledge Ave, Athens, GA 30605

Jonathan North (CRD# 6210902) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 8 years of experience in the finance industry.

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