Edward W. Gjertsen Ii
ENGAGE WEALTH GROUP
Norhtfield, IL 60093
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CRD#: 2347514
Professional summary
Edward Walter Gjertsen Ii, CFP®, who also goes by Edward Walter Gjertsen II, is a registered financial advisor currently at ENGAGE WEALTH GROUP, LLC located in Norhtfield, Illinois.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Edward has worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 53, Series 4 and Series 24 exams.
Biography
Ed works closely with clients to provide clarity and direction in their financial lives. He specializes in comprehensive financial planning, guiding his clients to organize their finances, develop and review their financial goals, along with implementing strategies to achieve financial independence.
He collaborates with his clients’ tax professionals, estate planning attorneys, and other professionals to help coordinate and strengthen their financial plans in today’s complex financial world.
Ed is the founder of Engage Wealth Group, LLC., a Fee-Only financial advisory firm built on the philosophy that financial planning and portfolio management should be transparent, individualized, and most important collaborative. As a CERTIFIED FINANCIAL PLANNER™ professional, he has been serving the financial planning needs of clients for over twenty-five years.
A sought-after industry expert, Ed has presented locally, nationally, and internationally on a wide range of personal finance topics and industry trends. He is frequently featured in numerous local and national media outlets, including The Wall Street Journal, The New York Times, CNBC, Bloomberg, NPR, ABC, MSN, Barron’s, The Journal of Financial Planning, AARP Magazine, The Chicago Tribune, WBBM Noon Business Hour and Yahoo Finance.
Ed proudly served the profession as the National Chairman of the Financial Planning Association’s Board of Directors, leading 22,000 active members. He is a co-founder of the FPA National Diversity & Inclusion Initiative and is past President and Chairman of the Financial Planning Association of Illinois, one of the nation’s largest Chapters. He is a recipient of the FPA of Illinois Heart of Financial Planning Distinguished Service Award.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Life Transitions
Tax Planning
Retirement Planning
Estate Planning
Long-term Care
Insurance Planning
Retirement Income Management
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Corporate Executives
Entrepreneurs
Estate & Generational Planning...
High Net Worth Client Needs
Are you a "fiduciary"?
Yes
Aliases
Edward Walter Gjertsen Ii
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
GJERTSEN IMAGES
900 OLD GREEN BAY RD.
WINNETKA, IL 60093
TITLE- OWNER/PHOTOGRAPHER
SELL PRINTS OF SPORTS AND WILDLIFE PHOTOGRAPHY ONLINE.
NON-INVESTMENT RELATED, BUSINESS TYPE- PHOTOGRAPHY, 8-10 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Walter Gjertsen Ii's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
April 23, 2020 - Present
ENGAGE WEALTH GROUP, LLC
Office #1: 211 Waukegan Road, Suite 300, Norhtfield, IL 60093RIA
CRD#: 307915
Norhtfield, IL
Past
July 20, 1998 - July 1, 2020
MACK INVESTMENT SECURITIES, INC.
RIA
CRD#: 17643
NORTHFIELD, IL
Past
May 10, 1993 - July 1, 2020
MACK INVESTMENT SECURITIES, INC.
BD
CRD#: 17643
NORTHFIELD, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(4/23/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
ENGAGE WEALTH GROUP, LLC
ENGAGE WEALTH GROUP LLC | ENGAGE WEALTH GROUP, LLC
CRD#: 307915 / SEC#:
Illinois
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Contact information
Main Address
211 Waukegan Road, Suite 300., Northfield, IL 60093
Mailing Address
Phone number
(847) 794-5000
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 252 |
| AUM (Assets Under Management) | $ 99,094,494 |
Red Flags
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