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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

106 W. Wilson St. Sute #3, Batavia, IL 60510 • 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
Lpl Financial Saint Charles IL 09/2008 Present
Advisors' Pride Appleton WI 05/2016 10/2022
Gateway Wealth Partners, Llc Batavia IL 10/2022 Present
  • 09/2008 → Present
    Lpl Financial
    Saint Charles, IL
  • 05/2016 → 10/2022
    Advisors' Pride
    Appleton, WI
  • 10/2022 → Present
    Batavia, IL
Previous Registrations
  • 2016-05-31 → 2022-12-31
    Advisors' Pride Inc.
    Batavia, IL
    Appleton, WI
  • 2008-01-01 → 2008-09-10
    Geneva, IL
  • 2006-10-23 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Geneva, IL
    St. Louis, MO
Other Businesses

1) 02/21/2012 - Hagemann Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 05/28/2015 - NO BUSINESS NAME - NOT INV REL - 106 W WILSON ST., SUITE 3 BATAVIA, IL 60510 - REAL ESTATE RENTAL - START 01/01/2015 - 1 HR/MO NOT DURING SECS TRDG HRS 3) 06/03/2016 - Advisors' Pride - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 06/01/2016 - 60 Hours Per Month/5 Hours During Securities Trading 4) 06/03/2016 - Hagemann Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 06/01/2016 - 60 Hours Per Month/5 Hours During Securities Trading 5) 06/21/2016 - Crump Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 06/10/2016 - 10 Hours Per Month/10 Hours During Securities Trading 6) 01/19/2023 - Gateway Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/11/2023 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 01/2023. 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. 7) 2/6/2023 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) - Start Date - 01/23/2023 - 160 Hours Per Month/8 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-20
  • S66 Uniform Combined State Law Examination
    2006-10-20

View on SEC IAPD

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