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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 2025-06-02
  • WI RA
    APPROVED
    Since 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

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
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
  • 12/2007 → Present
    The Mcclone Agency, Inc.
    Menasha, WI
  • 08/2016 → 01/2018
    Sii Investments, Inc
    Menasha, WI
  • 02/2018 → Present
    Lpl Financial Llc
    Menasha, WI
  • 02/2018 → 10/2022
    Lpl Financial, Llc
    Menasha, WI
  • 05/2025 → Present
    Menasha, WI
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-23
  • S66 Uniform Combined State Law Examination
    2015-12-23
Other Names
  • Erik Brenn

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