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 11 - 20 of 43 top financial advisors.
11
Shannon Foreman, financial advisor Minneapolis MN
Shannon C. Foreman
CRD#: 6270192
1300 Godward Street N, Suite 1550, Minneapolis, MN 55413

Shannon Foreman (CRD# 6270192) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Minneapolis, MN and has over 10 years of experience in the finance industry.

12
Gregory Frankos, financial advisor Easton MD
Gregory N. Frankos
CRD#: 4734409
11 Bay St, Easton, MD 21601

Gregory Frankos (CRD# 4734409) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Easton, MD and has over 20 years of experience in the finance industry.

13
Eric Hall, financial advisor Appleton WI
Eric D. Hall
CRD#: 4620656
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Eric Hall (CRD# 4620656) 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.

14
Mark Hand, financial advisor Old Saybrook CT
Mark A. Hand
CRD#: 6128780
Old Saybrook, CT

Mark Hand (CRD# 6128780) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Old Saybrook, CT and has over 11 years of experience in the finance industry.

15
Susan Jansen, financial advisor Appleton WI
Susan L. Jansen
CRD#: 2761273
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Susan Jansen (CRD# 2761273) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 26 years of experience in the finance industry.

16
Troy Jordan, financial advisor Appleton WI
Troy C. Jordan
CRD#: 819125
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Troy Jordan (CRD# 819125) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 38 years of experience in the finance industry.

17
Bon Keomany, financial advisor Appleton WI
Bon B. Keomany
CRD#: 4955373
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Bon Keomany (CRD# 4955373) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 18 years of experience in the finance industry.

18
Brent Kimball, financial advisor North Hampton NH
Brent R. Kimball
CRD#: 1424463
North Hampton, NH

Brent Kimball (CRD# 1424463) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in North Hampton, NH and has over 38 years of experience in the finance industry.

19
Michael Kitzman, financial advisor Appleton WI
Michael G. Kitzman
CRD#: 4462570
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Michael Kitzman (CRD# 4462570) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 18 years of experience in the finance industry.

20
Andrew Klein, financial advisor Madison WI
Andrew J. Klein
CRD#: 6399086
434 S. Yellowstone Drive, Suite 201, Madison, WI 53719

Andrew Klein (CRD# 6399086) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Madison, WI and has over 9 years of experience in the finance industry.

PREV ... 1 2 3 4 5 ... Next

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals