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 31 - 40 of 43 top financial advisors.
31
Mark Reichow, financial advisor Lakeville MN
Mark M. Reichow
CRD#: 4539300
20520 Keokuk Avenue, Suite 130, Lakeville, MN 55044

Mark Reichow (CRD# 4539300) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Lakeville, MN and has over 21 years of experience in the finance industry.

32
Jacob Sensiba, financial advisor Brookfield WI
Jacob G. Sensiba
CRD#: 6415218
168000 W Greenfield Avenue, Brookfield, WI 53005

Jacob Sensiba (CRD# 6415218) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Brookfield, WI and has over 9 years of experience in the finance industry.

33
Michael Torello, financial advisor Appleton WI
Michael D. Torello
CRD#: 5757655
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Michael Torello (CRD# 5757655) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 13 years of experience in the finance industry.

34
Irene Vilonalabonne, financial advisor Delazan WI
Irene M. Vilonalabonne
CRD#: 1553843
517 East Walworth Avenue, Delazan, WI 53115

Irene Vilonalabonne (CRD# 1553843) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Delazan, WI and has over 37 years of experience in the finance industry.

35
Scott Wauters, financial advisor Appleton WI
Scott C. Wauters
CRD#: 5151860
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Scott Wauters (CRD# 5151860) 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.

36
David Wood, financial advisor Appleton WI
David H. Wood
CRD#: 1922287
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

David Wood (CRD# 1922287) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 35 years of experience in the finance industry.

37
Justin Zoromski, financial advisor Eau Claire WI
Justin J. Zoromski
CRD#: 6110336
2779 S. Hastings Way, Suite B, Eau Claire, WI 54701

Justin Zoromski (CRD# 6110336) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Eau Claire, WI and has over 10 years of experience in the finance industry.

38
Katherine Kimball, financial advisor Appleton WI
Katherine M. Kimball
CRD#: 6445880
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Katherine Kimball (CRD# 6445880) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 8 years of experience in the finance industry.

39
Ryan Knapp, financial advisor Appleton WI
Ryan M. Knapp
CRD#: 6838674
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Ryan Knapp (CRD# 6838674) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 5 years of experience in the finance industry.

40
Jacob Milam, financial advisor Midland TX
Jacob D. Milam
CRD#: 7274728
4305 N. Garfield Street, 260, Midland, TX 79705

Jacob Milam (CRD# 7274728) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Midland, TX and has over 3 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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