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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-10 |
Branch Locations
8116 Old Federal Road Suite C, Montgomery, AL 36117 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Montgomery | AL | 09/2014 | Present |
| Invista Advisors (Fka: Mcdonald & Hagen Wealth Management, Llc) | Montgomery | AL | 07/2016 | 02/2026 |
| Gateway Wealth Partners, Llc | Montgomery | AL | 04/2026 | Present |
1.09/12/2014; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.03/03/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name McDonald & Hagen Wealth Management; Investment Related; at Reported Business Location(s); Start Date 02/01/2016; 160hrs/mth; 130hrs during trading 3.06/21/2017; U.S. Open Beer & Cider Championships; Beer/Cider Judge; Not Investment Related; Oxford,OH; Start Date 06/08/2017; 10hrs/mth; 0hrs during trading 4.03/04/2021; (Hybrid) Invista Advisors / Invista Advisors; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 03/01/2021; 195hrs/mth; 195hrs during trading; I provide investment advisory services through Invista Advisors, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 195 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. 5.06/02/2026; (Hybrid) Gateway Wealth Partners LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 04/10/2026; 120hrs/mth; 60hrs during trading; I provide investment advisory services through Gateway Wealth Partners LLC, an independent investment advisor firm. I started this business activity in 04/2026. I expect to spend approximately 120 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. 6.06/09/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Hagen Wealth Management; Investment Related; at Reported Business Location(s); Start Date 04/10/2026; 120hrs/mth; 60hrs during trading 7.08/03/2026; (Hybrid) Hagen Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 04/10/2026; 120hrs/mth; 60hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-09 |
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