AG
Andrew F. Gjertsen
ENGAGE WEALTH GROUP
NORTHFIELD, IL 60093
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CRD#: 6220083
AG
Professional summary
Andrew Feller Gjertsen is a registered financial advisor currently at ENGAGE WEALTH GROUP, LLC located in Northfield, Illinois.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Andrew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Feller Gjertsen'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®
NoneExperience
Current
May 22, 2024 - Present
ENGAGE WEALTH GROUP, LLC
Office #1: 211 Waukegan Road, Suite 300., Northfield, IL 60093RIA
CRD#: 307915
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(5/22/2024)
Current Firm
ENGAGE WEALTH GROUP, LLC
ENGAGE WEALTH GROUP LLC | ENGAGE WEALTH GROUP, LLC
CRD#: 307915 / SEC#:
Illinois
Registered Investment Advisory firm - (4/23/2020 Approved)Upgrade to AdvisorCheck Premium
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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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