Edward W. Gjertsen, II CFP<sup>&reg;</sup> - Financial Advisor

Edward W. Gjertsen, II CFP®

Vice President

Mack Investment Securities, Inc.

211 Waukegan Rd, Ste 300
Northfield, IL 60093
(847) 657-6600 CONNECT WITH Edward
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General

Edward Gjertsen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mack Investment Securities, Inc. in Northfield, IL and the surrounding communities.

Financial Advisor Overview

I am a CERTIFIED FINANCIAL PLANNER professional which places the financial plan at the foundation of my client relationships. The personal financial plan is tailored to each client and helps both the client and myself navigate through life's opportunities and challenges.

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Financial Advisor Experience

In my over 20-years of experience, I have come to recognize that every client is unique. Their life experiences and approach to money and finances is what makes my profession so rewarding. My role is share the wisdom and experience I have gained from so many clients throughout the years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 24, 53, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Illinois
  • Health/disability insurance: Illinois
  • Fixed annuities: Illinois
  • Variable annuities: Illinois

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources