David Wood (CRD# 1922287) 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.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gateway Wealth Partners, LLC | Appleton, WI | Oct 2022 - Current | 1 |
| Lpl Financial LLC | Glastonbury, CT | Nov 2017 - Current | 6 |
| Young Entrepenuers | Glastonbury, CT | Jul 2001 - Current | 22 |
| Gateway Financial Group | Glastonbury, CT | Oct 1998 - Current | 25 |
| Advisors' Pride Inc. | Appleton, WI | Mar 2022 - Oct 2022 | < 1 |
| National Planning Corporation | Glastonbury, CT | Feb 2003 - Nov 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1995 |
- 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
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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