Chief Executive Officer · Gateway Wealth Partners, LLC
Eric D. Hall
CRD 4620656 · Named on Form ADV at one SEC-registered adviser
At a glance
Gateway Wealth Partners, LLC, an SEC-registered wealth manager based in Appleton, WI with $2.3 billion in regulatory assets, lists Eric D. Hall on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Gateway Wealth Partners, LLCChief Executive OfficerWealth manager · Appleton, WI · $2.3B in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jill A. BatleyChief Compliance Officer and President, Gateway Wealth Partners, LLC
- David H. WoodChief Visionary Officer, Gateway Wealth Partners, LLC
- Michael G. KitzmanChief Engagement Officer, Gateway Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.