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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-01-26 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | Appleton | WI | 08/2004 | 04/2018 |
| Investment Centers Of America | Appleton | WI | 07/2004 | 04/2018 |
| F3 Logic, Llc | Appleton | WI | 09/2018 | 05/2022 |
| F3 Logic, Llc | Archbold | OH | 09/2018 | 05/2022 |
| Unemployed | Appleton | WI | 04/2018 | 09/2018 |
| Independent Financial Group | Appleton | WI | 01/2019 | 05/2022 |
| Lpl Financial, Llc | Appleton | WI | 05/2022 | Present |
| Gateway Wealth Partners, Llc | Appleton | WI | 05/2022 | Present |
1) Todd Kuen is dually-registered with Gateway Wealth Partners, LLC and LPL Financial, LLC ("LPL"). Todd Kuen has served as an investment advisor representative for Gateway Wealth Partners, LLC since 01/2023 and a registered representative with LPL since 05/2022. Business is conducted from 100 W. Lawrence Street, Suite 304, Appleton, WI 54911. Approximately 90% of Todd Kuen's time is for services as an investment advisor representative and the balance as a registered representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
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