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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-06 |
Branch Locations
517 East Walworth Avenue, Delavan, WI 53115 • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Irene Vilona-La Bonne | Delavan | WI | 03/1982 | Present |
| Lpl Financial Llc | Delavan | WI | 09/2009 | Present |
| Advisors' Pride Inc. | Delavan | WI | 10/2015 | 10/2022 |
| Gateway Financial Partners, Llc | Delazan | WI | 10/2022 | Present |
1. Irene Vilonalabonne is dually-registered with Gateway Wealth Partners, LLC and LPL Financial, LLC ("LPL"). Irene Villalbonne has served as an investment advisor representative for Gateway Wealth Partners, LLC since 10/2022 and a registered representative with LPL since 12/2012. Business is conducted from 517 East Walworth Avenue, Delazan, WI 53115 . Approximately 90% of Irene Villabonne's time is for services as an investment advisor representative and the balance as a registered representative. 2. 8/11/2010: FINANCIAL ADVISORS, INC. - Investment Related - Tax Prep/Accounting/CPA - Started 1983 - Time Spent 40% - Monthly write up, tax preparation, tax advising, payroll processing, sales tax. 3. 1/26/2015: Financial Advisors, Inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/01/1986 - 60 Hours Per Month During Securities Trading - Tax fees for preparation and planning, accounting write up and review. 4. 2/2/2015: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/26/2015 - 4 Hours Per Month/1 Hour During Securities Trading - Fixed insurance-life, health, disability, LTC, fixed annuities. 5. 06/29/2016: No Business Name - Real Estate Rental - INV REL - Start 08/01/1997 - 517 e Walworth Ave, Delavan, wi 53115 - office building, self rental. I own this building where my office is. My company rented from me - 1 Hr/Mo; 0 Hours During Securities Trading 6. 06/30/2016: No Business Name - Real Estate Rental - INV REL - Start 09/01/2008 - w4165 Lincoln Dr Burlington WI 53105 - rental property single family - 1 Hr/Mo; 0 Hours During Securities Trading 7. 12/7/2022 - Gateway Wealth Parrtners - DBA: Financial Advisors Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR- Start Date - 10/01/2022 - 96 Hours Per Month/96 Hours During Securities Trading - I provide investment advisory services through Financial Advisors Inc, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 95 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. 12/7/2022 - GATEWAY WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 10/01/2022 - 96 Hours Per Month/96 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 95 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-29 |
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