Terrance Gaertner
Terrance Gaertner is a CFP-designated registered investment advisor at Ausdal Financial Partners, INC., based in Downers Grove, IL, with 41 years of industry experience. Terrance is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.
Fee Estimator
Location
3250 Lacey Road, Suite 130, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terrance is an insurance agent selling term life insurance with various carriers, earning commission. This activity requires a few hours per week, some of which occur during trading hours.
Employment History
Current Registrations
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
Previous Registrations
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Chicago Financial Advisors, INC.
Chicago Financial Advisors, INC.
Ogilvie Security Advisors CorporationBroker
Manequity, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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