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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-02 |
Branch Locations
150 Main Street Suite 300, Menasha, WI 54952 • United States
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 |
|---|---|---|---|---|
| The Mcclone Agency, Inc. | Menasha | WI | 12/2007 | Present |
| Sii Investments, Inc | Menasha | WI | 08/2016 | 01/2018 |
| Lpl Financial Llc | Menasha | WI | 02/2018 | Present |
| Lpl Financial, Llc | Menasha | WI | 02/2018 | 10/2022 |
| Gateway Wealth Partners, Llc | Menasha | WI | 05/2025 | Present |
1. 02/14/2018 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business); registered representative of a broker dealer. 2. 02/14/2018 - BEEM MANAGEMENT GROUP, LLC - Not Investment Related - 3232 South Solitude Lane, Appleton WI 54915 - Real Estate Rental - Owner - Start Date 04/2005 - 8 Hours Per Month/0 Hours During Securities Trading. 3. 02/14/2018 - No Business Name - Not Investment Related - 418-420 Washington St, Grafton, WI 53024 - Real Estate Rental - Owner - Start Date 03/2005 - 0 Hours Per Month/0 Hours During Securities Trading. 4. 02/14/2018 - THE MCCLONE AGENCY, INC - Investment Related - Insurance Agency - Chief Financial Officer - Start Date 12/2007 - 160 Hours Per Month/160 Hours During Securities Trading - Life, Health, Disability, Long Term Care, Property/Casualty. 5. 11/22/2022 - JCB Management Group, LLC - Investment Related - Sheboygan, WI 53081 - Real Estate Rental - Co-Owner - Start Date - 02/19/2021 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-23 |
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