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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
W193N10975 Kleinmann Drive, Germantown, WI 53022 • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | Menomonee Falls | WI | 04/2002 | 02/2018 |
| Lpl Financial, Llc | Germantown | WI | 02/2018 | Present |
| Granite Financial Group, Llc | Brookfield | WI | 11/2018 | 05/2019 |
| Financial Resources Services, Llc | Appleton | WI | 02/2003 | 11/2018 |
| Advisors' Pride Inc. | Germantown | WI | 05/2019 | 10/2022 |
| Gateway Wealth Partners, Llc | Germantown | WI | 10/2022 | Present |
1) 5/13/2019: Financial Resource Services; At reported business locations; DBA for LPL Business (entity for LPL business); Investment related; start date 5/9/2019; 160 hrs/mo; 140hrs during trading. 2) 5/14/2019: Advisors' Pride Inc.; At reported business locations; Registered Investment Advisor Hybrid; Investment related; start date 5/9/2019; 140 hrs/mo; 100hrs during trading; I provide investment advisory services through Advisors' Pride Inc., an independent investment advisor firm. I started this business activity in May 2019. I expect to spend approximately 140 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. 3) 9/8/2023: Gateway Wealth Partners; At reported business locations; Registered Investment Advisor Hybrid; Investment related; start date 5/9/2019; 100 hrs/mo; 100hrs during trading; I provide investment advisory services through Advisors' Pride Inc., an independent investment advisor firm. I started this business activity in May 2019. I expect to spend approximately 140 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-15 |
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