Engage Wealth Group, LLC

Engage Wealth Group, LLC (CRD# 307915) is a financial advisory firm headquartered in Northfield, IL. They manage $73,906,676 in 226 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
211 Waukegan Road, Suite 300., Northfield, IL 60093
https://www.linkedin.com/company/engage-wealth-group-llc?original_referer=https%3a%2f%
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $327,021
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Engage Wealth Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward Gjertsen Ii, financial advisor Norhtfield IL
Edward W. Gjertsen Ii
CRD#: 2347514
211 Waukegan Road, Suite 300, Norhtfield, IL 60093

Edward Gjertsen Ii (CRD# 2347514) is an Investment Advisor Representative working at Engage Wealth Group, LLC in Norhtfield, IL and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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