Steven James Lautenschlager

Current Employers

Gateway Wealth Partners, Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-11-20

WI RA
APPROVED

Since 2025-11-20

Branch Locations

Oshkosh, WI • United States

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

Organization	City	State	From	To
Dercks, Engels & Lautenschlager	Appleton	WI	01/2010	11/2025
Sii Investments	Greenville	WI	06/2016	11/2017
Securities Service Network	Greenville	WI	11/2017	09/2020
Securities America, Inc.	Greenville	WI	09/2020	06/2024
Securities America Advisors, Inc.	Greenville	WI	09/2020	06/2024
Osaic Wealth, Inc.	Greenville	WI	06/2024	11/2025
Osaic Wealth, Inc.	Greenville	WI	06/2024	11/2025
Lpl Financial	Appleton	WI	11/2025	Present
Gateway Wealth Partners, Llc	Oshkosh	WI	11/2025	Present

01/2010 → 11/2025

Dercks, Engels & Lautenschlager

Appleton, WI
06/2016 → 11/2017

Sii Investments

Greenville, WI
11/2017 → 09/2020

Securities Service Network

Greenville, WI
09/2020 → 06/2024

Securities America, Inc.

Greenville, WI
09/2020 → 06/2024

Securities America Advisors, Inc.

Greenville, WI
06/2024 → 11/2025

Osaic Wealth, Inc.

Greenville, WI
06/2024 → 11/2025

Osaic Wealth, Inc.

Greenville, WI
11/2025 → Present

Lpl Financial

Appleton, WI
11/2025 → Present

Gateway Wealth Partners, Llc

Oshkosh, WI

Previous Registrations

2024-06-14 → 2025-11-19

Osaic Wealth, Inc.

Greenville, WI
2020-09-18 → 2024-06-14

Securities America Advisors, Inc.

Greenville, WI
2017-11-06 → 2020-09-18

Ssn Advisory, Inc.

Greenvillw, WI
2016-06-06 → 2017-11-06

Sii Investments, Inc.

Greenville, WI
2010-01-15 → 2016-06-09

Fsc Securities Corporation

Greenville, WI
2006-11-01 → 2010-01-06

Sii Investments, Inc.

Oshkosh, WI

Madison, WI

Oshkosh, WI

Appleton, WI
2005-03-16 → 2005-03-16

Lpl Financial Llc

Appleton, WI

Oshkosh, WI

Oshkosh, WI

Neenah, WI
2004-08-30 → 2005-03-09

Cuna Brokerage Services, Inc.

Kimberly, WI

Other Businesses

1) 11/2025 - Gateway Financial Partners / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 11/2025 - Steven Lautenschlager / Insurance Agent / Non-Variable Insurance / Inv Related / Start date 11/15/2025 / 5 Total Hours per month 3) 11/21/2025 - Gateway Wealth Partners, LLC - Registered Investment Advisor Hybrid - RIA - Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 160 hours per month/ during trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 11/2025. 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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-08-27
S63	Uniform Securities Agent State Law Examination	2000-07-12

S65 Uniform Investment Adviser Law Examination

2004-08-27
S63 Uniform Securities Agent State Law Examination

2000-07-12

Designations

View on SEC IAPD