Gateway Wealth Partners, LLC

Gateway Wealth Partners, LLC (CRD# 322789) is a financial advisory firm headquartered in Appleton, WI. They manage $891,580,271 in 3,968 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
100 W. Lawrence Street, Suite 304, Appleton, WI 54911
https://www.facebook.com/provisionswealthplanners/
By the Numbers
  • Total Assets Under Management
    892
    MILLION
  • Total Number of Accounts
    3,968
    ACCOUNTS
  • Average Account Value
    $224,693
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Gateway Wealth Partners, LLC
Showing 1 - 10 of 43 top financial advisors.
1
Robert Aikins, financial advisor Appleton WI
Robert D. Aikins
CRD#: 5602971
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Robert Aikins (CRD# 5602971) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 15 years of experience in the finance industry.

2
Jean-paul Aime, financial advisor Appleton WI
Jean-paul A. Aime
CRD#: 4661784
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Jean-paul Aime (CRD# 4661784) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 20 years of experience in the finance industry.

3
Jill Batley, financial advisor Appleton WI
Jill A. Batley
CRD#: 2204924
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Jill Batley (CRD# 2204924) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 32 years of experience in the finance industry.

4
Scott Beesley, financial advisor Appleton WI
Scott N. Beesley
CRD#: 4393919
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Scott Beesley (CRD# 4393919) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 22 years of experience in the finance industry.

5
Timothy Bober, financial advisor Appleton WI
Timothy J. Bober
CRD#: 1992277
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Timothy Bober (CRD# 1992277) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 33 years of experience in the finance industry.

6
James Bradle, financial advisor Appleton WI
James A. Bradle
CRD#: 1528734
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

James Bradle (CRD# 1528734) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 29 years of experience in the finance industry.

7
Brian Dow, financial advisor Rifle CO
Brian K. Dow
CRD#: 6509981
707 Wapiti Ave., Suite 204a, Rifle, CO 81650

Brian Dow (CRD# 6509981) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Rifle, CO and has over 8 years of experience in the finance industry.

8
Justin Dumke, financial advisor Germantown WI
Justin S. Dumke
CRD#: 4006005
W193n10975 Kleinmann Drive, Germantown, WI 53022

Justin Dumke (CRD# 4006005) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Germantown, WI and has over 24 years of experience in the finance industry.

9
William Fendley, financial advisor Ellington CT
William D. Fendley
CRD#: 1424624
Ellington, CT

William Fendley (CRD# 1424624) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Ellington, CT and has over 38 years of experience in the finance industry.

10
Charles Fetters, financial advisor Appleton WI
Charles M. Fetters
CRD#: 2614186
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Charles Fetters (CRD# 2614186) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 28 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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