Michael Rickett (CRD# 7600798) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 2 years of experience in the finance industry. Michael Rickett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gateway Wealth Partners, LLC | Glastonbury, CT | Apr 2024 - Current | < 1 |
| Lpl Financial LLC | Glastonbury, CT | Mar 2024 - Current | < 1 |
| Gateway Financial Partners | Glastonbury, CT | Mar 2024 - Current | < 1 |
| Four Town Financial LLC | Somers, CT | Aug 2022 - Mar 2024 | 1 |
| Senna Global Brands LLC | Somers, CT | May 2022 - Oct 2022 | < 1 |
| Unemployed | Somers, CT | May 2021 - May 2022 | 1 |
| Hillsdale Investment Management Inc. | Toronto, | Apr 2017 - Apr 2021 | 4 |
| University Of Toronto | Toronto, | Sep 2015 - Jun 2017 | 1 |
| Hillsdale Investment Management Inc. | Toronto, | Mar 2017 - Apr 2017 | < 1 |
| Bmo Nesbitt Burns Inc. | Toronto, | Feb 2012 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
| S63 | Uniform Securities State Law Examination | Mar 2024 |
- CT
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Total Assets Under Management892MILLIONS
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Total Number of Accounts3,968ACCOUNTS
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Average Account Value$224,693
- A percentage of assets under your management
- Hourly charges
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