Best Investors Account Sign in
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

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

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

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Madison WI 12/2006 04/2021
Mml Investors Services Madison WI 12/2006 04/2021
Lpl Financial Llc Madison WI 04/2021 Present
Advisors' Pride Inc. Madison WI 05/2021 10/2022
Gateway Wealth Partners, Llc Madison WI 10/2022 Present
  • 12/2006 → 04/2021
    Massmutual
    Madison, WI
  • 12/2006 → 04/2021
    Mml Investors Services
    Madison, WI
  • 04/2021 → Present
    Lpl Financial Llc
    Madison, WI
  • 05/2021 → 10/2022
    Advisors' Pride Inc.
    Madison, WI
  • 10/2022 → Present
    Madison, WI
Previous Registrations
  • 2021-05-10 → 2022-12-31
    Advisors' Pride Inc.
    Madison, WI
    Appleton, WI
  • 2006-12-18 → 2021-05-04
    Madison, WI
Other Businesses

1) 04/30/2021 - Focal Point Financial Strategies - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 01/01/2017 - 40 Hours Per Month/ 2 Hours During Securities Trading - Time Spent 15% 2) 04/30/2021 - FOCAL POINT FINANCIAL STRATEGIES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/11/2020 - 160 Hours Per Month/ 8 Hours During Securities - Time Spent 100% 3) 04/30/2021 - F POINT STRATEGIC CONSULTING, LLC. - Investment Related - At Reported Business Location(s) - Business Consulting - Start Date 03/01/2019 - 20 Hours Per Month/ 1 Hour During Securities Trading - Time Spent 10% 4) 10/12/2021 - Focal Point Financial Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/01/2021 - 40 Hours Per Month/ 40 Hours During Securities Trading - I provide investment advisory services through Advisor's Pride, an independent investment advisor firm. I started this business activity in 10/2021. 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. 5) 10/18/2021 - Advisor's Pride Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 05/01/2021 - 40 Hours Per Month/ 40 Hours During Securities Trading - I provide investment advisory services through Advisor's Pride Inc., an independent investment advisor firm. I started this business activity in 10/2021. 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. 6) 08/24/2022 - ADVISORS' PRIDE INC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 08/16/2022 - 120 Hours Per Month/ 100 Hours During Securities Trading - I provide administrative support to ADVISORS' PRIDE INC., LLC , an independent investment advisor firm. I started this business activity in 08/2022. 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. 7) 08/31/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 08/01/2022 - I provide investment advisory services through Gateway Wealth Partners an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 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. 8) 06/29/2023 - Gateway Financial Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/01/2023 - 160 Hours Per Month/ 100 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/ 100 Hours During Trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend appro

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-12
S63 Uniform Securities Agent State Law Examination 2003-07-07
  • S66 Uniform Combined State Law Examination
    2007-02-12
  • S63 Uniform Securities Agent State Law Examination
    2003-07-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fitchburg, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor