Brandon Slowiak (CRD# 7596225) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Wausau, WI and has 1 year of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gateway Wealth Partners, LLC | Wausau, WI | Oct 2022 - Current | 1 |
| Lpl Financial LLC | Eau Claire, WI | Jul 2022 - Current | 1 |
| Linetec | Wausau, WI | May 2018 - Sep 2022 | 4 |
| Wausau Tax And Accounting | Wausau, WI | Feb 2022 - May 2022 | < 1 |
| Parker Hannifin | Manitowoc, WI | Jan 2012 - May 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- WI
-
Total Assets Under Management892MILLIONS
-
Total Number of Accounts3,968ACCOUNTS
-
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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