Mack Investment Securities, Inc.

Mack Investment Securities, Inc. (CRD# 17643) is a financial advisory firm headquartered in Northfield, IL. They manage $125,258,853 in 1,112 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    1,112
    ACCOUNTS
  • Average Account Value
    $112,643
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MI, NC, TX, VT, WI

Financial Advisors at Mack Investment Securities, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Norman P. Chiodras
CRD#: 1304974
2001 Midwest Road, Suite 107, Oak Brook, IL 60523
96
Wealthminder
score

Norman Chiodras (CRD# 1304974) is an Investment Advisor Representative working at Mack Investment Securities, Inc. in Oak Brook, IL and has over 32 years of experience in the finance industry. Norman Chiodras 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.

2
Edward W. Gjertsen
CRD#: 2347514
211 Waukegan Rd., Suite 300, Northfield, IL 60093
96
Wealthminder
score

Edward Gjertsen (CRD# 2347514) is an Investment Advisor Representative working at Mack Investment Securities, Inc. in Northfield, IL and has over 23 years of experience in the finance industry. Edward Gjertsen 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.

3
Sheldon D. Kaiz
CRD#: 1281232
211 Waukegan Rd., Suite 300, Northfield, IL 60093
96
Wealthminder
score

Sheldon Kaiz (CRD# 1281232) is an Investment Advisor Representative working at Mack Investment Securities, Inc. in Northfield, IL and has over 25 years of experience in the finance industry. Sheldon Kaiz 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.

4
John A. Kelty
CRD#: 1735615
211 Waukegan Rd., Suite 300, Northfield, IL 60093
96
Wealthminder
score

John Kelty (CRD# 1735615) is an Investment Advisor Representative working at Mack Investment Securities, Inc. in Northfield, IL and has over 27 years of experience in the finance industry. John Kelty 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.

5
Stephen W. Mack
CRD#: 1007322
One West Northwest Hwy, Palatine, IL 60067
96
Wealthminder
score

Stephen Mack (CRD# 1007322) is an Investment Advisor Representative working at Mack Investment Securities, Inc. in Palatine, IL and has over 35 years of experience in the finance industry. Stephen Mack 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.

6
Gary M. Botwin
CRD#: 1311462
211 Waukegan Rd., Suite 300, Northfield, IL 60093
93
Wealthminder
score

Gary Botwin (CRD# 1311462) is an Investment Advisor Representative working at Mack Investment Securities, Inc. in Northfield, IL and has over 25 years of experience in the finance industry.

7
John R. Budziak
CRD#: 1770016
211 Waukegan Rd., Suite 300, Northfield, IL 60093
93
Wealthminder
score

John Budziak (CRD# 1770016) is an Investment Advisor Representative working at Mack Investment Securities, Inc. in Northfield, IL and has over 24 years of experience in the finance industry.

8
Steven B. Milstein
CRD#: 2204646
Lincolnshire, IL
93
Wealthminder
score

Steven Milstein (CRD# 2204646) is an Investment Advisor Representative working at Mack Investment Securities, Inc. in Lincolnshire, IL and has over 24 years of experience in the finance industry.

9
Kevin E. Mack
CRD#: 5167264
211 Waukegan Rd., Suite 300, Northfield, IL 60093
90
Wealthminder
score

Kevin Mack (CRD# 5167264) is an Investment Advisor Representative working at Mack Investment Securities, Inc. in Northfield, IL and has over 4 years of experience in the finance industry.

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