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William Augustine Evans

Gateway Wealth Partners, LLC

Marlborough, CT

Appleton, WI

CRD 4571901

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Employer firm

Gateway Wealth Partners, LLC CRD 322789

$2.28B regulatory AUM 50 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Gateway Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-08-25
  • CT RA
    APPROVED
    Since 2026-08-25

Branch Locations

Marlborough, CT • 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
Bank Of America Private Bank Hartford CT 04/2013 08/2026
Gateway Wealth Partners, Llc Appleton WI 08/2026 Present
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Bill Evans

View on SEC IAPD

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