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Current Employers
Gateway Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APP_PEND_IARCE 2026-01-01
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

20520 Keokuk Avenue Suite 130, Lakeville, MN 55044 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Apple Valley MN 04/2012 Present
Advisers' Pride, Inc Apple Valley MN 01/2017 10/2022
Gateway Financial Partners, Llc Lakeville MN 10/2022 Present
  • 04/2012 → Present
    Lpl Financial Llc
    Apple Valley, MN
  • 01/2017 → 10/2022
    Advisers' Pride, Inc
    Apple Valley, MN
  • 10/2022 → Present
    Gateway Financial Partners, Llc
    Lakeville, MN
Previous Registrations
  • 2017-02-03 → 2022-12-31
    Advisors' Pride Inc.
    Apple Valley, MN
    Appleton, WI
  • 2014-05-07 → 2015-12-15
    Lakeville, MN
    Berwyn, PA
Other Businesses

1. 12/02/2014: UNION RETIREMENT ALLIANCE - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 14811 ENERGY WAY, APPLE VALLEY, MN 55124 - START 01/01/2015 - 120 HR/MO 8 DURING SECS TRDG HRS . 2. 02/06/2015 - URA - INV REL - 14811 Energy Way, Apple Valley, MN 55044 - DBA for LPL Business (entity for LPL business) - START 02/04/2015 - 120 HOURS PER MONTH, 7 DURING TRADING. 3. 1/24/2017 - Advisor's Pride - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/09/2017 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Advisor's Pride, an independent investment advisor firm. I started this business activity in 1/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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. 4. 2/6/2017 - Advisors' Pride - DBA: (HYBRID) Union Retirement Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/24/2017 - 60 Hours Per Month/40 Hours During Securities Trading. 5. 2/9/2017 - Infinity Wealth Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/20/2017 - 100 Hours Per Month/75 Hours During Securities Trading. 6. 3/29/2023 - GATEWAY WEALTH PARTNERS, LLC - DBA: Union Retirement Alliance, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 03/21/2023 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Union Retirement Alliance, Inc., an independent investment advisor firm. I started this business activity in 03/2023. 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. 7. 3/29/2023 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 03/21/2023 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through GATEWAY WEALTH PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 03/2023. 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
S63 Uniform Securities Agent State Law Examination 2002-07-01
  • S63 Uniform Securities Agent State Law Examination
    2002-07-01

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