AdFi
MI

MACK Investment Securities, Inc.

SEC Registered
Northfield, ILhttps://macktracks.com847-657-6600
Assets Under Management
$100M–$500M
Employees
8
Office Locations
2 offices
Total Accounts
1017

About the firm

Mack Investment Securities, Inc. is an investment advisory firm reachable at 847-657-6600. Years of experience have prepared them to guide clients through life transitions, creating strategies tailored to individual needs and goals.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthState/MunicipalInsurance CompaniesCorporations

Areas of expertise

Tax-deferred Growth401(k) PlansAnnuitiesIRAsCompound InterestMortgage PlanningRetirement Planning

Services

Products and services with strategies tailored to individual needs and goals.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)379$65M
High Net Worth Individuals282$231M
Charitable Organizations12$6.8M

Leadership

Stephen Walter Mack
TRUSTEE IS PRESIDENT/CHIEF COMPLIANCE OFFICER
Edward Walter Ii Gjertsen
VICE-PRESIDENT

Office locations

2 offices in 1 state
IL
NorthfieldHQ
IL
Oak Brook

Advisors at this firm

8 advisors in the directory

Regulatory & compliance

CRD number
#17643
SEC Number
801-29570
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Commission / Hourly / Flat Fee
Minimum: $100,000 (waivable)

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MACK Investment Securities, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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