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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

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

126 Eastgate Drive, Washington, IL 61571 • 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
Cedar Remodeling Phoenix AZ 04/2016 07/2017
Lpl Financial, Llc Washington IL 08/2017 Present
Advisors' Pride, Inc. Washington IL 11/2017 08/2019
Advisors' Pride, Inc. Washington IL 08/2019 10/2022
Gateway Wealth Partners, Llc Washington IL 10/2022 Present
  • 04/2016 → 07/2017
    Cedar Remodeling
    Phoenix, AZ
  • 08/2017 → Present
    Lpl Financial, Llc
    Washington, IL
  • 11/2017 → 08/2019
    Advisors' Pride, Inc.
    Washington, IL
  • 08/2019 → 10/2022
    Advisors' Pride, Inc.
    Washington, IL
  • 10/2022 → Present
    Washington, IL
Previous Registrations
  • 2019-08-30 → 2022-12-31
    Advisors' Pride Inc.
    Appleton, WI
    Washington, IL
Other Businesses

1. 01/02/2019 - Wealth Guardian Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/06/2017 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 25% 2 .03/01/2010 - Real Estate Rental - Knapp Holdings LLC - 0% - INVESTMENT RELATED - 1201 S Main St Eureka IL 61530; 116 S. Main St. Eureka IL 61530; 118 S. Main St. Eureka IL 61530 3. 01/10/2019 - Wealth Guardian Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date - 11/06/2017 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 25% - I provide administrative services through Advisors' Pride, Inc., an independent investment advisor firm. I started this business activity in Jan 2019. I expect to spend approximately 80 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. 01/10/2019 - Advisors' Pride, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 11/06/2017 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 50% - I provide administrative services through Advisors' Pride, Inc., an independent investment advisor firm. I started this business activity in Jan 2019. I expect to spend approximately 80 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. 5. 05/12/2021 - Crump Life Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 05/11/2021 - 1 Hours Per Month/1 Hours During Securities Trading 6. 12/6/2022 - Wealth Guardian Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/29/2022 - 57 Hours Per Month/57 Hours During Securities Trading 7. 12/7/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 11/29/2022 - 57 Hours Per Month/57 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 57 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-11
  • S66 Uniform Combined State Law Examination
    2019-03-11

View on SEC IAPD

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