Inactive

Andrew Feller Gjertsen

Engage Wealth Group, LLC

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Current Employers

Engage Wealth Group, Llc

211 Waukegan Road, Suite 300., Northfield, IL 60093 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-05-22

IL RA
APPROVED

Since 2024-05-22

Branch Locations

211 Waukegan Road, Suite 300., Northfield, IL 60093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Engage Wealth Group, Llc	Northfield	IL	01/2024	Present
Medline Industries, Lp	Northfield	IL	06/2021	11/2023
H.E. Williams, Inc.	Carthage	MO	05/2019	06/2021
Platformatics Inc.	Bloomington	IN	01/2016	05/2019
Indiana University	Bloomington	IN	08/2014	05/2018

01/2024 → Present

Engage Wealth Group, Llc

Northfield, IL
06/2021 → 11/2023

Medline Industries, Lp

Northfield, IL
05/2019 → 06/2021

H.E. Williams, Inc.

Carthage, MO
01/2016 → 05/2019

Platformatics Inc.

Bloomington, IN
08/2014 → 05/2018

Indiana University

Bloomington, IN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-22

S65 Uniform Investment Adviser Law Examination

2024-04-22

View on SEC IAPD

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