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Michael Stephen MacK

MacK Investment Securities, Inc.

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About Michael Stephen MacK

Michael Stephen MacK is a registered investment advisor representative with Mack Investment Securities, Inc. Michael has been in the securities industry since 2007 and has experience in providing investment advice to both individuals and businesses. Michael is registered with the state of California, Illinois and Michigan. Michael is also a Series 65 licensed investment advisor representative and a Series 7 general securities representative. Michael has expertise in providing financial planning, market timing services and portfolio management services. Michael's other business interests are environmental health and wellness, where Michael assesses homes for environmental anomalies.

Firm Information

Michael MacK is currently registered with MacK Investment Securities, Inc.. MacK Investment Securities, Inc. is a corporation that has been in business since 1986. The firm is headquartered in Northfield, IL and offers financial planning, market timing services, and publication of periodicals. They also provide portfolio management for individuals and selection of other advisers. MacK Investment Securities, Inc. manages approximately $221,655,455 in assets. They are registered with the SEC and in 24 states.
MacK Investment Securities, Inc.

211 WAUKEGAN ROAD

NORTHFIELD, IL 60093

$221.66M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael MacK’s Registration & Firm History

IL

12/22/2022 - Present

MacK Investment Securities, Inc. (NORTHFIELD IL)

CA

07/12/2016 - 05/24/2019

J.P. MORGAN SECURITIES LLC (SANTA MONICA CA)

IL

11/05/2007 - 06/07/2016

MACK INVESTMENT SECURITIES, INC. (NORTHFIELD IL)

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Licenses & Designations

IA

Issued 02/14/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Stephen MacK.
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