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Current Employers
Gateway Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-10-06
  • IL RA
    APPROVED
    Since 2022-10-06

Branch Locations

126 Eastgate Drive, Washington, IL 61571 • 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
H. Beck, Inc. Rockville MD 11/2010 01/2017
Lpl Financial, Llc Washington IL 01/2017 Present
Advisers' Pride, Inc Washington IL 01/2017 10/2022
Gateway Wealth Partners, Llc Washington IL 10/2022 Present
  • 11/2010 → 01/2017
    H. Beck, Inc.
    Rockville, MD
  • 01/2017 → Present
    Lpl Financial, Llc
    Washington, IL
  • 01/2017 → 10/2022
    Advisers' Pride, Inc
    Washington, IL
  • 10/2022 → Present
    Washington, IL
Previous Registrations
  • 2017-01-24 → 2022-12-31
    Advisors' Pride Inc.
    Washington, IL
    Appleton, WI
  • 2010-11-12 → 2017-01-19
    Grove Point Investments, Llc
    Rockville, MD
    Washington, IL
  • 2005-08-01 → 2010-11-19
    Woodbury Financial Services, Inc.
    East Peoria, IL
    Peoria, IL
    Washingotn, IL
  • 1998-09-11 → 2003-10-30
    Osaic Fa, Inc.
    Peoria, IL
Other Businesses

1. 01/17/2017 - KNAPP & ASSOCIATES LTD/ NON-VARIABLE INSURANCE/ 5%/ WASHINGTON, IL 2. 01/17/2017 - OBJECTS/ BUSINESS OWNER/ 2%/ EUREKA, IL 3. 01/17/2017 - KNAPP HOLDINGS LLC/ REAL ESTATE RENTAL/ 0%/ EUREKA, IL. 4. 1/25/2017 - ADVISORS' PRIDE - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 1/18/2017 - 56 Hours Per Month/14 Hours During Securities Trading - Time Spent 35% - I provide investment advisory services through ADVISORS' PRIDE, an independent investment advisor firm. I started this business activity in 1/2017. I expect to spend approximately 56 hours per month on this activity. Please see the advisory firms 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. 5. 2/10/2017 - Knapp & Associates - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 11/11/2010 - 5 Hours Per Month/4 Hours During Securities Trading. 6. 4/12/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/11/2010 - 1 Hour Per Month During Securities Trading. 7. 8/8/2017 - Wealth Guardian Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/24/17 - 100 Hours Per Month/50 Hours. 8. 8/8/2017 - Wealth Guardian Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/24/17 - 150 Hours Per Month/50 Hours During Securities Trading. 9. 8/8/2017 - ADVISORS' PRIDE INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/24/17 - 50 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services through ADVISORS' PRIDE INC, an independent investment advisor firm. I started this business activity in 7/2017. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firms 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. 10. 12/7/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 12/01/2022 - 60 Hours Per Month/60 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 60 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 1998-08-31
S63 Uniform Securities Agent State Law Examination 1995-09-15
  • S65 Uniform Investment Adviser Law Examination
    1998-08-31
  • S63 Uniform Securities Agent State Law Examination
    1995-09-15
Designations
Other Names
  • Jon Michael Knapp
  • Jon Michael Knapp

View on SEC IAPD

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