Best Investors
Account
Sign in
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-07 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
3300 Birch Street Suite 2B, Eau Claire, WI 54703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woita & Associates | Eau Claire | WI | 08/2013 | 05/2019 |
| Lpl Financial, Llc | Eau Claire | WI | 12/2014 | Present |
| Great Valley Advisor Group, Inc. | Altoona | WI | 12/2014 | 04/2019 |
| Advisors' Pride Inc. | Eau Claire | WI | 05/2019 | Present |
1. 09/17/2015 - Spark Marketing - NOT INV REL - Home Based - Marketing Company - START 09/01/2015 - 0 Hrs/Mth - 0 Hrs During Trading 2. 07/21/2017 - No Business Name - Investment Related - Thorp, WI - Real Estate Rental - Start Date:07/15/2017 - 5 Hrs/Mth - 5 Hrs During Trading 3. 5/22/2019 - Integrated Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/20/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 4. 01/14/2020 - Great Valley Properties, LLC - Investment Related - Thorp, WI - Real Estate Rental - Started 01/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Own an office property. 5. 03/5/2021 - WealthCare - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2021 - 20 Hours Per Month During Securities Trading. 6. 05/18/2022 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Advisor - Start Date - 04/19/2022 - 30 Hours Per Month/ 30 Hours During Securities Trading. 7. 12/19/2023 - Gateway Wealth Partners, LLC - Inv related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 11/28/2023 - 160 Hrs/Mo; 125 hrs During Trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 11/2023. 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. 07/23/2025 - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date:07/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-09 |
Reach out to this advisor