Best Investors
Account
Sign in
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
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitetail Institute | Pintlala | AL | 11/1997 | Present |
| Lpl Financial, Llc | Kaukauna | WI | 03/2016 | 02/2017 |
| First Merit Bank | Kaukauna | WI | 03/2016 | 02/2017 |
| The Huntington Investment Company | Appleton | WI | 02/2017 | 03/2019 |
| Lpl Financial Llc | Appleton | WI | 03/2019 | Present |
| Advisors' Pride, Inc. (Dba: Provisions Wealth Planners) | Appleton | WI | 03/2019 | 10/2022 |
| Gateway Wealth Partners, Llc | Appleton | WI | 10/2022 | Present |
1) 04/14/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 04/08/2020 - 2 Hours Per Month/1 Hours During Securities Trading 2) 05/25/2022 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading 3) 10/26/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 10/18/2022 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 40 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-27 |
Reach out to this advisor