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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-11-22 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
206 E. Pier Street, Port Washington, WI 53074 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-08-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Port Washington | WI | 03/2016 | 08/2018 |
| Raymond James Financial Services Advisors Inc. | Sturgeon Bay | WI | 03/2016 | 08/2018 |
| Blahnik Investment Group | Port Washington | WI | 02/2016 | 08/2018 |
| Lpl Financial, Llc | Port Washington | WI | 08/2018 | Present |
| Gateway Wealth Partners, Llc | Manitowoc | WI | 11/2022 | Present |
1) 9/13/2018 - Del Mar Strategic Partners, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 08/29/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 2) 11/21/2022 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/15/2022 - 160 Hours Per Month/160 Hours During Securities Trading 3) 12/01/2022 - Gateway Wealth Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 11/15/2022 - 160 Hours Per Month/160 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 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) 05/11/2026 - Farwell Investment Properties LLC - Investment related - Port Washington, WI - Real Estate Rental - Start Date 08/22/2018 - 5 hours/mo
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-03-11 |
| S66 | Uniform Combined State Law Examination | 2010-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 1995-08-24 |
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