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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 2024-05-09
  • WI RA
    APPROVED
    Since 2024-05-09

Branch Locations

W175 N11117 Stonewood Drive Suite 210, Germantown, WI 53022 • 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
Securities America Inc Brookfield WI 10/2014 04/2024
Crg Financial Services, Inc. Brookfield WI 10/2015 04/2024
Securities America Advisors Brookfield WI 09/2018 04/2024
Lpl Financial Llc Dba Gateway Financial Partners Brookfield WI 04/2024 Present
Gateway Wealth Partners, Llc Brookfield WI 04/2024 Present
  • 10/2014 → 04/2024
    Securities America Inc
    Brookfield, WI
  • 10/2015 → 04/2024
    Crg Financial Services, Inc.
    Brookfield, WI
  • 09/2018 → 04/2024
    Securities America Advisors
    Brookfield, WI
  • 04/2024 → Present
    Lpl Financial Llc Dba Gateway Financial Partners
    Brookfield, WI
  • 04/2024 → Present
    Brookfield, WI
Previous Registrations
  • 2018-09-12 → 2024-04-11
    Securities America Advisors, Inc.
    Brookfield, WI
  • 2015-11-05 → 2018-10-01
    Crg Financial Services, Inc.
    Brookfield, WI
Other Businesses

1.04/05/2024; VIP Properties, LLC; Outside/W-2 Employment; Not Investment Related; Brookfield,WI; Start Date 07/01/2014; 20hrs/mth; 5hrs during trading 2.04/05/2024; CRG Services, Inc; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/01/2014; 10hrs/mth; 5hrs during trading 3.04/05/2024; Quest CE; Author; Not Investment Related; Milwaukee,WI; Start Date 01/01/2022; 5hrs/mth; hrs during trading 4.04/05/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Gateway Financial Partners; Investment Related; at Reported Business Location(s); Start Date 04/01/2024; 150hrs/mth; 6hrs during trading 5.04/10/2024; (Hybrid) Gateway Wealth Partners, LLC / Gateway wealth Partners LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 04/01/2024; 150hrs/mth; 6hrs during trading; I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 04/2024. 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. 6.08/07/2026; No legal entity/name; Other; Not Investment Related; at Reported Business Location(s); Start Date 08/01/2026; 5hrs/mth; 0hrs during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-28
S63 Uniform Securities Agent State Law Examination 2015-04-29
  • S65 Uniform Investment Adviser Law Examination
    2015-10-28
  • S63 Uniform Securities Agent State Law Examination
    2015-04-29
Other Names
  • Jacob Sensiba

View on SEC IAPD

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