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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 2022-10-07
  • WI RA
    APPROVED
    Since 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

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
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
  • 08/2013 → 05/2019
    Woita & Associates
    Eau Claire, WI
  • 12/2014 → Present
    Lpl Financial, Llc
    Eau Claire, WI
  • 12/2014 → 04/2019
    Great Valley Advisor Group, Inc.
    Altoona, WI
  • 05/2019 → Present
    Advisors' Pride Inc.
    Eau Claire, WI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-09
  • S66 Uniform Combined State Law Examination
    2013-07-09

View on SEC IAPD

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