Gateway Financial & Estate Planning, Inc.

Gateway Financial & Estate Planning, Inc. (CRD# 144741) is a financial advisory firm headquartered in , . They manage $244,000 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $24,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, UT

Financial Advisors at Gateway Financial & Estate Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Chad L. Nielsen
CRD#: 3220184
Pocatello, ID
93
Wealthminder
score

Chad Nielsen (CRD# 3220184) is an Investment Advisor Representative working at Gateway Financial & Estate Planning, Inc. in Pocatello, ID and has over 19 years of experience in the finance industry.

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