Edward Gjertsen II
Engage Wealth Group, LLC. · Northfield, Illinois
Edward Gjertsen II is a fee-only financial advisor at Engage Wealth Group, LLC. in Northfield, Illinois, who holds the CFP credential. Engage Wealth Group, LLC. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Engage Wealth Group, LLC. |
|---|---|
| Based in | Northfield, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $119.5M across 266 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 2347514 |
| Exams passed | Series 63 (1993) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Edward's firm compares
- Engage Wealth Group, LLC.'s average account is about $449,000, from its Form ADV (assets managed divided by 266 accounts).
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Questions about Edward
Is Edward Gjertsen II a fee-only financial advisor?
Yes. Edward Gjertsen II is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Edward's firm.
How does Edward charge for financial advice?
Edward's firm, Engage Wealth Group, LLC., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Gjertsen II based?
Edward Gjertsen II is based in Northfield, Illinois.
What credentials does Edward Gjertsen II hold?
Edward Gjertsen II holds the CFP credential.
Is Edward Gjertsen II registered with the SEC?
Yes. Edward Gjertsen II is registered as an investment adviser representative in IL (CRD 2347514), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Engage Wealth Group, LLC. manage?
Engage Wealth Group, LLC. reports $119.5M across 266 accounts in assets under management.
How do I contact Edward Gjertsen II?
Contact details aren't on file yet. Search for Engage Wealth Group, LLC..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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