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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 2023-01-26
  • WI RA
    APPROVED
    Since 2023-01-26

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, 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
  • 08/2004 → 04/2018
    Sii Investments, Inc.
    Appleton, WI
  • 07/2004 → 04/2018
    Investment Centers Of America
    Appleton, WI
  • 09/2018 → 05/2022
    F3 Logic, Llc
    Appleton, WI
  • 09/2018 → 05/2022
    F3 Logic, Llc
    Archbold, OH
  • 04/2018 → 09/2018
    Unemployed
    Appleton, WI
  • 01/2019 → 05/2022
    Independent Financial Group
    Appleton, WI
  • 05/2022 → Present
    Lpl Financial, Llc
    Appleton, WI
  • 05/2022 → Present
    Appleton, WI
Previous Registrations
  • 2018-10-11 → 2022-05-19
    F3Logic, Llc
    Appleton, WI
  • 2004-08-05 → 2018-04-23
    Sii Investments, Inc.
    Appleton, WI
    Appleton, WI
    Appleton, WI
  • 2016-02-25 → 2018-04-23
    Investment Centers Of America, Inc.
    Appleton, WI
    Appleton, WI
  • 2005-09-08 → 2015-04-17
    Investment Centers Of America, Inc.
    Appleton, WI
    Appleton, WI
    Appleton, WI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-16
S63 Uniform Securities Agent State Law Examination 2000-07-28
  • S65 Uniform Investment Adviser Law Examination
    2001-03-16
  • S63 Uniform Securities Agent State Law Examination
    2000-07-28
Other Names
  • Todd C Kuen

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