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Gateway Wealth Partners, LLC CRD 322789
$2.28B regulatory AUM 50 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-14 |
Branch Locations
Scottsdale, AZ • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Scottsdale | AZ | 08/2017 | 01/2023 |
| The Boeing Company | Everett | WA | 06/2016 | 09/2016 |
| Oregon State University | Corvallis | OR | 09/2014 | 08/2017 |
| Lpl Financial Llc | Scottsdale | AZ | 01/2023 | Present |
| Householder Group Estate And Retirement Specialists, Llc | Scottsdale | AZ | 01/2023 | 12/2024 |
| Gateway Wealth Partners, Llc | Scottsdale | AZ | 01/2025 | Present |
1. 01/20/2023 - Householder Group Estate & Retirement SP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 01/20/2023 - Householder Group Estate & Retirement SP - Investment Related - Non-Variable Insurance 3. 01/27/2023 - Householder Group Estate & Retirement Specialists - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Householder Group Estate & Retirement Specialists, an independent investment advisor firm. I started this business activity in 1/2023. 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. 4. 2/7/2023 - Sahnow Financial LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/26/2023 - 5 Hours Per Month/1 Hours During Securities Trading 5. 2/8/2023 - Householder Group Estate & Retirement SP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 6. 11/07/2024 - Gateway Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/15/2024 - 120 Hours Per Month/ 6 Hours During Trading 7) 01/08/2025 - Gateway Wealth Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:12/15/2024 - 120 Hrs/Mth - 6 Hrs During Trading.I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 120 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. 8.05/19/2025 - Gateway Financial Partners - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:05/13/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
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