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).
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Total Assets Under Management892MILLION
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Total Number of Accounts3,968ACCOUNTS
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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
Jon Knapp (CRD# 2660567) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Washington, IL and has over 28 years of experience in the finance industry.
Jeanann Kramer (CRD# 4897459) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 19 years of experience in the finance industry.
Bart Landsverk (CRD# 2834854) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 12 years of experience in the finance industry.
Irene Meyers (CRD# 4268280) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 23 years of experience in the finance industry.
Melanie Milam (CRD# 4525613) 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.
Charles Minahan (CRD# 5095968) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 17 years of experience in the finance industry.
Mcfaddin Moise (CRD# 1086873) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 36 years of experience in the finance industry.
Salvatore Motta (CRD# 5346618) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 16 years of experience in the finance industry.
David Pentek (CRD# 4046368) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 24 years of experience in the finance industry.
Nicholas Petronchak (CRD# 6321015) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Glastonbury, CT and has over 9 years of experience in the finance industry.