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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-26 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
8116 Old Federal Rd. Suite C, Montgomery, AL 36117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Montgomery | AL | 12/2011 | Present |
| Mcdonald & Hagen Wealth Management, Llc | Montgomery | AL | 07/2016 | 03/2020 |
| Mcdonald Financial Services, Llc (Dba: Invista Advisors) | Montgomery | AL | 03/2020 | 10/2021 |
| Independent Advisor Alliance, Llc | Montgomery | AL | 10/2021 | 08/2025 |
| Gateway Wealth Partners, Llc | Montgomery | AL | 08/2025 | Present |
1. 3/1/2019 - Hagen Wealth Management - DBA: Hagen Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/15/2019 - 40 Hours Per Month/35 Hours During Securities Trading. 2. 11/2/2021 - Hagen Wealth Management, LLC - DBA: Hagen Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/26/2021 - 40 Hours Per Month During Securities Trading. 3. 12/8/2022 - Sage Insurance Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading 4. 03/24/2025 - Hagen Building LLC - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date: 04/01/2025 - 2 Hours Per Month/1 Hours During Securities Trading 5. 08/19/2025 - YMCA at Peppertree - Non-Profit Board Member - Montgomery, AL - Not Inv Rel - Start date: 08/19/2025 - 1 Hours Per Month/1 Hours During Securities Trading 6. 09/02/2025 - Gateway Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv rel - At Reported Business Location(s) - Start date: 08/26/2025 - 160 Hours Per Month/160 Hours During Securities Trading 7. 09/22/2025- Gateway Wealth Partners- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s) - Start date 8/26/2025- 160 Hours Per Month- 40 Hours During Trading-I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in . I expect to spend approximately 160 hours per month on 8/2025this 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. 8. 09/23/2025- Gateway Wealth Partners, LLC- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s) -Start date 09/02/2025- 160 Hours Per Month- 8 Hours During Trading 9. 12/26/2025 - First Choice Womens Medical Center - Non-Profit Board Member - Board Member - Not Investment Related - Montgomery, AL - Start Date 01/14/2026 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-13 |
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