Andrew Michael Ferguson

Employer firm

Gateway Wealth Management, LLC CRD 172433

$37.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → Present
  Gateway Group, Llc
  Guntersville, AL
• 09/2014 → Present
  Gateway Wealth Management, Llc
  Guntersville, AL

Previous Registrations

• 2014-11-06 → 2015-12-31
  Gateway Wealth Management, Llc
  Guntersville, AL
• 2004-10-05 → 2009-12-31
  Michael Ferguson, Cpa, Cfp
  Guntersville, AL
  Guntersville, AL
• 2004-10-05 → 2004-12-31
  Michael Ferguson, Cpa, Cfp
  Huntsville, AL

Other Businesses

CERTIFIED PUBLIC ACCOUNTANT, PARTNER OF GATEWAY GROUP, LLC, 20 - 50 HOURS PER WEEK. NOT INVESTMENT- RELATED. PROVIDING TAX AND ACCOUNTING SERVICES TO INDIVIDUALS AND SMALL BUSINESSES. 4951 SPRING CREEK DRIVE, GUNTERSVILLE, AL 35976. Continuing Education Provider - Providing continuing education in the area of tax primarily for CPAs and Attorneys. The majority of classes are currently contracted through Auburn University Outreach Program. Occasionally other tax/accounting classes are taught through various professional organizations.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-11-01

Designations

• Certified Financial Planner
• Personal Financial Specialist