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).
Total Assets Under Management0MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$24,400
- 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
Chad Nielsen (CRD# 3220184) is an Investment Advisor Representative working at Gateway Financial & Estate Planning, Inc. in Pocatello, ID and has over 18 years of experience in the finance industry.