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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 2024-06-14
  • WI RA
    APPROVED
    Since 2024-06-14

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
Sii Investments Appleton WI 04/2008 12/2016
Rbc Capital Markets, Llc Appleton WI 01/2017 11/2021
City National Bank Appleton WI 11/2019 11/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 11/2021 06/2024
Lpl Financial Llc Appleton WI 06/2024 Present
Gateway Wealth Partners, Llc Appleton WI 06/2024 Present
Previous Registrations
  • 2021-11-04 → 2024-06-18
    Green Bay, WI
  • 2017-01-09 → 2021-11-18
    Appleton, WI
  • 2015-07-01 → 2016-12-27
    Sii Investments, Inc.
    Appleton, WI
  • 2015-07-06 → 2016-12-27
    Investment Centers Of America, Inc.
    Appleton, WI
  • 2016-03-03 → 2016-12-27
    National Planning Corporation
    Appleton, WI
    Los Angeles, CA
Other Businesses

1) 06/07/2024 - Bell Locksmith LLC - Business Owner - Locksmith - WI 54952 - Non investment related - 8 Hours per month - Start date: 06/30/2022. 2) 06/07/2024 - Gateway Financial Partner - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 06/21/2024 - Gateway Wealth Partners LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 6/14/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 06/2024. 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. 4) 12/13/2024- Bell Locksmith, LLC- Other - Borrower of a Loan- Not INV Related- Home based- Start date 11/01/2022- 10 HRS Per MTH 5) 04/13/2026 - Gateway Financial Partners - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/10/2026 - 5 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-30
  • S66 Uniform Combined State Law Examination
    2015-06-30
Designations
Other Names
  • Lindsay Roberson
  • Lindsay Anne Roberson
  • Lindsay Anne Kaminski
  • Lindsay A Kaminski

View on SEC IAPD

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