Mcfaddin Moise, financial advisor Appleton WI

Mcfaddin Moise

CRD Number: 1086873
Current Firm: Gateway Wealth Partners, LLC

Mcfaddin Moise (CRD# 1086873) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 35 years of experience in the finance industry. Mcfaddin Moise 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Cape Coral, FL Dec 2023 - Current < 1
Gateway Wealth Partners, LLC Cape Coral, FL Dec 2023 - Current < 1
Moise Advisory Group Inc. Fort Myers, FL Mar 2013 - Current 11
Calton & Associates, Inc. Cape Coral, FL Jan 2017 - Dec 2023 6
Principal Life Insurance Company Fort Myers, FL Dec 2013 - Dec 2016 3
Princor Financial Services Corporation Fort Myers, FL Dec 2013 - Dec 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S66 NASAA Uniform Combined State Law Examination Nov 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mcfaddin Moise
Phone Number: (920) 731-9293
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,152
    MILLIONS
  • Total Number of Accounts
    6,080
    ACCOUNTS
  • Average Account Value
    $189,448
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NH, NV, NY, OH, SC, TN, TX, WA, WI

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