Terrance Gaertner, financial advisor Downers Grove IL
96 score

Terrance Gaertner

CRD Number: 1342391
Current Firm: Ausdal Financial Partners, Inc.

Terrance Gaertner (CRD# 1342391) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Downers Grove, IL and has over 30 years of experience in the finance industry. Terrance Gaertner 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.

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Professional Designations
Company Name Location Dates Years
Ausdal Financial Partners, Inc. Davenport, IA Sep 2009 - Current 7
Waterstone Financial Group Itasca, IL Jan 2003 - Sep 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Contact Info for Terrance R. Gaertner
Phone Number: 563-326-2064
Firm Website: https://www.ausdal.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    656
    MILLIONS
  • Total Number of Accounts
    3,655
    ACCOUNTS
  • Average Account Value
    $179,394
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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