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Current Employers
Gateway Wealth Partners, Llc

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-12
IL RA APPROVED 2022-10-06
  • FL RA
    APPROVED
    Since 2024-01-12
  • IL RA
    APPROVED
    Since 2022-10-06

Branch Locations

Fort Lauderdale, FL • United States

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc St. Charles IL 02/2003 Present
Advisors' Pride, Inc. St. Charles IL 03/2015 09/2022
Gateway Wealth Partners, Llc St. Charles IL 10/2022 Present
  • 02/2003 → Present
    Lpl Financial Llc
    St. Charles, IL
  • 03/2015 → 09/2022
    Advisors' Pride, Inc.
    St. Charles, IL
  • 10/2022 → Present
    St. Charles, IL
Previous Registrations
  • 2015-03-27 → 2022-12-31
    Advisors' Pride Inc.
    Saint Charles, IL
    Appleton, WI
Other Businesses

1) 2/6/2003: NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE 2) 5/5/2015: BOBER WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - Started 04/01/2014 - 1 Hour Per Month/0 Hours During Securities Trading. 3) 5/19/2016: Bober Wealth Management Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 06/01/2016 - 25 Hours Per Month/10 Hours During Securities Trading. 4) 5/25/2016: Bober Wealth Management Company - DBA: (HYBRID) Bober Wealth Management Company - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start 06/01/2016 - 75 Hours Per Month/6 Hours During Securities Trading - IAR. 5) 12/8/2016: Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/02/16 - 1 Hour Per Month/0 Hours During Securities Trading. 6) 12/7/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 04/01/2022 - 200 Hours Per Month/200 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 04/2022. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 1/11/2023 - Gateway Wealth Partners - DBA: Bober Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 12/19/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Bober Wealth Management, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-15
S63 Uniform Securities Agent State Law Examination 1990-05-08
  • S65 Uniform Investment Adviser Law Examination
    2000-05-15
  • S63 Uniform Securities Agent State Law Examination
    1990-05-08

View on SEC IAPD

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