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Current Employers
Gateway Wealth Partners, Llc

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

Current Registrations

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

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
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
Previous Registrations
  • 2019-03-08 → 2022-12-31
    Advisors' Pride Inc.
    Appleton, WI
  • 2017-02-01 → 2019-03-04
    Appleton, WI
    Oshkosh, WI
    Winneconne, WI
    Wautoma, WI
    Omro, WI
    Kaukauna, WI
  • 2016-03-21 → 2017-02-01
    Appleton, WI
    Omro, WI
    Oshkosh, WI
    Winneconne, WI
    Wautoma, WI
    Kaukauna, WI
  • 2012-09-20 → 2015-06-23
    Msi Financial Services, Inc.
    Kaukauna, WI
    Little Chute, WI
    Milwaukee, WI
    De Pere, WI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-14
S63 Uniform Securities Agent State Law Examination 2011-12-27
  • S65 Uniform Investment Adviser Law Examination
    2012-08-14
  • S63 Uniform Securities Agent State Law Examination
    2011-12-27

View on SEC IAPD

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