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Current Employers
Gateway Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-24
WI RA APPROVED 2023-06-22
  • FL RA
    APPROVED
    Since 2025-09-24
  • WI RA
    APPROVED
    Since 2023-06-22

Branch Locations

Fort Myers, FL • 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
Raymond James Financial Services Sterling IL 03/2010 06/2023
Midland States Bank. Sterling IL 01/2011 06/2023
Raymond James Financial Services Advisors Inc. Sterling IL 06/2011 06/2023
Midland Wealth Management Sterling IL 03/2010 06/2023
Lpl Financial Llc Appleton WI 06/2023 Present
Gateway Wealth Partners, Llc Appleton WI 06/2023 Present
  • 03/2010 → 06/2023
    Raymond James Financial Services
    Sterling, IL
  • 01/2011 → 06/2023
    Midland States Bank.
    Sterling, IL
  • 06/2011 → 06/2023
    Sterling, IL
  • 03/2010 → 06/2023
    Midland Wealth Management
    Sterling, IL
  • 06/2023 → Present
    Lpl Financial Llc
    Appleton, WI
  • 06/2023 → Present
    Appleton, WI
Previous Registrations
Other Businesses

1) 3/2023 - Real Estate Rental / Non-Investment Related / 33919, FL - Start date 12/01/2012 - 2 Hrs per month 2) 3/2023 - Real Estate Rental / Non-Investment Related / 80498, CO - Start date 11/01/2012 - 2 Hrs per month 3) 3/2023 - Gateway Financial Partners LLC / DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 4) 08/24/2023 - GATEWAY WEALTH PARTNERS, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/04/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% - I provide investment advisory services through GATEWAY WEALTH PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 04/2023. 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-17
S63 Uniform Securities Agent State Law Examination 2005-07-08
  • S65 Uniform Investment Adviser Law Examination
    2011-06-17
  • S63 Uniform Securities Agent State Law Examination
    2005-07-08
Other Names
  • Bon Keomany
  • Bon B Keomany
  • Bounkeuat Keomany

View on SEC IAPD

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