Terrance
Gaertner

Ausdal Financial Partners, Inc

CRD#1342391
Investment Advisor
in Downers Grove, IL

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About this Advisor

Terrance Gaertner is a certified financial planner working in Downers Grove, Illinois who has 14 years of industry experience. Gaertner is on the advisory team at Ausdal Financial Partners, Inc. They have been with Ausdal Financial Partners, Inc for the entirety of their career. Gaertner has a Series 63 license, which qualifies them as a securities broker, and is able to advise clients in Illinois. Ausdal Financial Partners, Inc is a registered investment firm headquartered in Davenport, IA. The investment advisory business has offices in 125 locations and a total of 325 advisors. It controls $1 billion in total assets across its 8,303 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises eight charitable organizations. Of its 8,303 client accounts, 22% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice typically are based on which services are offered. Fees charged by Ausdal Financial Partners, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

3250 Lacey Road Suite 130
Downers Grove, IL 60515

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,415,697,036

IL Average: $9,259,360,772
Total Number of Employees

325

IL Average: 166
Total Number of Accounts

8,303

IL Average: 7,189
Average Account Size

$170,504

IL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Terrance Gaertner Work History

Terrance has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Ausdal Financial Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Terrance Gaertner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ausdal Financial Partners, Inc

Heidi Burgoyne
Downers Grove, IL
Brandon Hurckes
East Peoria, IL
Vincent Corso
Schaumburg, IL
Andrew Mccausland
Northbrook, IL
Robert Karstenson
Palatine, IL
Andrew Parrish
Davenport, IA
Matthew Gill
Naperville, IL
Nathan Schaefer
Huron, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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