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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
AZ RA APPROVED 2025-01-14
  • AZ RA
    APPROVED
    Since 2025-01-14

Branch Locations

Scottsdale, AZ • United States

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

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-04-25
  • AZ RA
    APPROVED
    Since 2023-04-25

Branch Locations

8985 East Bell Road, Scottsdale, AZ 85260 • 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
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
  • 08/2017 → 01/2023
    Scottsdale, AZ
  • 06/2016 → 09/2016
    The Boeing Company
    Everett, WA
  • 09/2014 → 08/2017
    Oregon State University
    Corvallis, OR
  • 01/2023 → Present
    Scottsdale, AZ
  • 01/2023 → 12/2024
    Householder Group Estate And Retirement Specialists, Llc
    Scottsdale, AZ
  • 01/2025 → Present
    Scottsdale, AZ
Previous Registrations
  • 2023-02-01 → 2025-01-02
    Householder Group Estate & Retirement Specialists
    Scottsdale, AZ
  • 2017-09-18 → 2023-01-24
    Tempe, AZ
    Scottsdale, AZ
    Scottsdale, AZ
    St Louis, MO
    Scottsdale, AZ
    Scottsdale, AZ
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-16
  • S66 Uniform Combined State Law Examination
    2017-09-16

View on SEC IAPD

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