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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 2022-10-06
  • WI RA
    APPROVED
    Since 2022-10-06

Branch Locations

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
Edh Wealth Advisors Appleton WI 09/2011 01/2017
Sii Investments, Inc. Appleton WI 07/2016 02/2018
Lpl Financial Llc Appleton WI 02/2018 Present
Advisors' Pride, Inc. (Dba: Provisions Wealth Planners) Appleton WI 02/2018 10/2022
Rightstone Financial Appleton WI 02/2017 02/2018
Gateway Wealth Partners, Llc Appleton WI 10/2022 Present
  • 09/2011 → 01/2017
    Edh Wealth Advisors
    Appleton, WI
  • 07/2016 → 02/2018
    Sii Investments, Inc.
    Appleton, WI
  • 02/2018 → Present
    Lpl Financial Llc
    Appleton, WI
  • 02/2018 → 10/2022
    Advisors' Pride, Inc. (Dba: Provisions Wealth Planners)
    Appleton, WI
  • 02/2017 → 02/2018
    Rightstone Financial
    Appleton, WI
  • 10/2022 → Present
    Appleton, WI
Previous Registrations
  • 2018-02-23 → 2022-12-31
    Advisors' Pride Inc.
    Appleton, WI
  • 2016-08-01 → 2018-02-14
    Sii Investments, Inc.
    Appleton, WI
    Appleton, WI
    Appleton, WI
  • 2011-09-27 → 2016-08-08
    Osaic Services, Inc.
    Marquette, MI
    Appleton, WI
  • 2008-10-28 → 2011-09-23
    Green Bay, WI
    Appleton, WI
  • 2003-12-01 → 2006-02-16
    Madison, WI
    Madison, WI
Other Businesses

1. 02/14/2018 - Imeriti Financial Network - Investment Related - Non-Variable Insurance - Insurance Sales - Life, Fixed Annuity. 2. 02/14/2018 - Rightstone Financial, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/01/2016. 3. 4/11/2018 - Advisors' Pride, Inc. - DBA: (HYBRID) Provisions Wealth Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/15/2018 - 100 Hours Per Month/80 Hours During Securities Trading - I provide administrative support to Advisors' Pride, Inc, an independent investment advisor firm. I started this business activity in 4/2018. I expect to spend approximately 100 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. 4. 4/11/2018 - Provisions Wealth Planners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - 3 Hours Per Month/2 Hours During Securities Trading. 5. 03/03/2022 - Gateway Financial Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/31/2021 - 20 Hours Per Month/2 Hours During Securities Trading 6. 03/15/2022 - Advisors' Pride Inc - DBA: Gateway Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - (Hybrid) Registered Investment Advisor DBA - Start Date - 12/31/2021 - 20 Hours Per Month/2 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 12/2021. I expect to spend approximately 20 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. 3/17/2022 - Gateway Partners Holdings, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 12/31/2021 - 20 Hours Per Month/2 Hours During Securities Trading 8. 3/30/2023 - Gateway Growth Partners, LLC - Not Investment Related - At Reported Business Location(s) - 12/15/2022 - 1 Hours Per Month/1 Hours During Securities Trading 9. 09/08/2023 - Gateway Wealth Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/26/2022 - 100 Hours Per Month/ During 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 100 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
S66 Uniform Combined State Law Examination 2003-11-10
  • S66 Uniform Combined State Law Examination
    2003-11-10
Other Names
  • Eric Hall

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