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Edward Walter Ii Gjertsen

MACK INVESTMENT SECURITIES, INC.·NORTHFIELD, Illinois
SIE, Series 4, Series 7, Series 24, Series 53, Series 63CFPClean record28 years registeredMACK INVESTMENT SECURITIES, INC.
211 WAUKEGAN ROAD, NORTHFIELD, IL 60093CRD# 2347514Firm CRD# 17643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Walter Ii Gjertsen · NORTHFIELD, IL
Registration
CRD #2347514 · MACK INVESTMENT SECURITIES, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

ENGAGE WEALTH GROUP, LLC
Apr 2020 – present
MACK INVESTMENT SECURITIES, INC.
Jul 1998 – Jul 2020
NORTHFIELD, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 53
Series 63
Registration record
First registered · July 20, 1998
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MACK INVESTMENT SECURITIES, INC.
CRD 17643 · SEC 801-29570
AUM
$222M
Regulatory assets under management
Employees
7
1,009 client accounts
Services offered by MACK INVESTMENT SECURITIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Other advisory services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MACK INVESTMENT SECURITIES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Edward Walter Ii Gjertsen offer?
Edward Walter Ii Gjertsen specializes in Financial Planning, Investment Management. Contact their office in NORTHFIELD, Illinois for a consultation.
What are Edward Walter Ii Gjertsen's credentials?
Edward Walter Ii Gjertsen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Edward Walter Ii Gjertsen located?
Edward Walter Ii Gjertsen is based in NORTHFIELD, Illinois, working with MACK INVESTMENT SECURITIES, INC.. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Edward Walter Ii Gjertsen charge for services?
Edward Walter Ii Gjertsen's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MACK INVESTMENT SECURITIES, INC.?
MACK INVESTMENT SECURITIES, INC. has approximately 7 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MACK INVESTMENT SECURITIES, INC.

Thomas William Anderson
NORTHFIELD, IL
Stephen Walter Mack
NORTHFIELD, IL
CFP

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