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 41 - 43 of 43 top financial advisors.
41
Michael Rickett, financial advisor Appleton WI
Michael Rickett
CRD#: 7600798
100 W. Lawrence Street, Suite 304, Appleton, WI 54911

Michael Rickett (CRD# 7600798) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 2 years of experience in the finance industry.

42
Brandon Slowiak, financial advisor Wausau WI
Brandon Slowiak
CRD#: 7596225
1124 Merrill Ave, B, Wausau, WI 54401

Brandon Slowiak (CRD# 7596225) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Wausau, WI and has 1 year of experience in the finance industry.

43
Paul Smallwood, financial advisor Traverse City MI
Paul A. Smallwood
CRD#: 7047845
3409 Veterans Dr., Ste. 2, Traverse City, MI 49684

Paul Smallwood (CRD# 7047845) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Traverse City, MI and has over 5 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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