Best Investors
Account
Sign in
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 | 2026-02-05 |
Branch Locations
2115 East Clairemont Ave, Eau Claire, WI 54701 • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2015 | 03/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2015 | 03/2021 |
| Woodbury Financial Services Inc | Eau Claire | WI | 03/2021 | 01/2024 |
| Osaic Wealth, Inc. | Eau Claire | WI | 01/2024 | 12/2025 |
| Lpl Financial | Eau Claire | WI | 12/2025 | Present |
| Gateway Wealth Partners, Llc | Eau Claire | WI | 02/2026 | Present |
1) 12/2025 - Gateway Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date 10/15/2025 - 160 hrs per month/ 8 hours during trading 2) 12/2025 - Premier Financial - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date 09/01/2015 - 150 hrs per month/ 7 hours during trading 3) 12/2025 - Clearwater Property Management LLC - Real Estate Rental - Investment Related - Eau Claire, WI - Start Date 06/15/2003 - 5 hours per month/ 0 hours during trading 4) 12/2025 - Scott Kinderman - Non-Variable Insurance - Inv Related - At Reported Business Location(s) - Start date 06/01/1990 - 15 hrs per month/ 1 hour during trading 5) 12/2025 - Scott Kinderman - Non-Variable Insurance - Property & Casualty - Inv Related - At Reported Business Location(s) - Start date 07/01/2010 - 8 hrs per month/ 1 hour during trading 6) 03/25/2026 - Gateway Wealth Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 150 hours per month/ 120 hours during trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 12/2025. I expect to spend approximately 150 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-11 |
Reach out to this advisor