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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 APPROVED 2024-05-10
  • WI RA
    APPROVED
    Since 2024-05-10

Branch Locations

2923 Marketplace Drive Suite 108, Fitchburg, WI 53719 • United States

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

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-22
WI RA APPROVED 2023-02-22
  • TX RA
    APPROVED
    Since 2023-02-22
  • WI RA
    APPROVED
    Since 2023-02-22

Branch Locations

2923 Marketplace Dr Ste 108, Fitchburg, WI 53719 • 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 Madison WI 02/2003 Present
Global Retirement Partners, Llc Middleton WI 01/2019 02/2023
Gateway Wealth Partners, Llc Madison WI 04/2024 Present
Lpl Financial, Llc Madison WI 02/2023 04/2024
Previous Registrations
Other Businesses

1. 05/14/2014 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Using Crump as the insurance broker for non-variable life, long term care and fixed annuity business. 2. 3/23/2023 - Bankers' Retirement Partners (BRP) - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/22/2023 - 140 Hours Per Month/120 Hours During Securities Trading 3. 05/03/2024 - Gateway Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2024 - 100 Hours Per Month/ 40 Hours During Trading 4. 05/13/2024 - Gateway Financial Partners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/26/2024 - 60 Hours Per Month/ 40 Hours During Trading 5. 05/13/2024 - Gateway Wealth Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/29/2024 - 80 Hours Per Month/ 40 Hours During Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 04/2024. I expect to spend approximately 80 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. 6. 07/05/2024 - J Henry Consulting, LLC - J Henry Consulting, LLC - Not Investment Related - At Reported Business Location(s) - Start Date 03/14/2024 - 160 Hours Per Month/ During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-04-28
  • S63 Uniform Securities Agent State Law Examination
    1997-04-28
Other Names
  • Jayne Teresa Deutmeyer
  • Jayne Teresa Manternach
  • Jayne Teresa Burcham
  • Jayne Teresa Burcham

View on SEC IAPD

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