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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.