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 | 2025-12-05 |
Branch Locations
Eau Claire, WI • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2015 | 04/2018 |
| Questar Capital Corporation | Minneapolis | MN | 04/2018 | 05/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2018 | 03/2021 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 11/2020 | 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 | 12/2025 | Present |
1. 10/2025- Gateway Financial Partners LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 09/2025- BARTHEN FINANCIAL & INSURANCE SERVICES- Non-Variable Insurance- Inv Rel- EAU CLAIRE, WI- 20 Hrs Per Mnth- 1 Hr During Trading-Start Date 01/01/1994 3. 09/2025- BARTHEN FINANCIAL & INSURANCE SERVICES- Notary- Inv Rel- EAU CLAIRE, WI- Start Date 01/01/1994 4. 9/2025- BARTHEN FINANCIAL & INSURANCE SERVICES- DBA for LPL Business (entity for LPL business) Inv Rel- At Reported Business Location (s) 5. 12/08/2025- Gateway Wealth Partners , LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 160 hours per month/ 0 hours during trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 10/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-01 |
Reach out to this advisor