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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-26 |
Branch Locations
1124 Merrill Ave B, Wausau, WI 54401 • 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 |
|---|---|---|---|---|
| Linetec | Wausau | WI | 05/2018 | 09/2022 |
| Parker Hannifin | Manitowoc | WI | 01/2012 | 05/2018 |
| Wausau Tax And Accounting | Wausau | WI | 02/2022 | 05/2022 |
| Lpl Financial Llc | Eau Claire | WI | 07/2022 | Present |
| Gateway Wealth Partners, Llc | Wausau | WI | 10/2022 | Present |
1.07/15/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Integrated Wealth Partners /; Investment Related; at Reported Business Location(s); Start Date 07/14/2022; hrs/mth; hrs during trading 2.10/27/2022; Gateway Wealth Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 10/26/2022; 160hrs/mth; 34hrs during trading; 3.11/02/2022; Gateway Wealth Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 10/26/2022; 160hrs/mth; 34hrs during trading; 4.05/26/2026; Brandon Slowiak Rental Home; Real Estate Rental; Investment Related; Wausau,WI; Start Date 05/22/2026; 2hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-22 |
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