Financial ADVSR advisor directory · SEC adviser records
Gateway Wealth Partners, LLC financial advisors in Appleton, WI
Every SEC-registered investment adviser representative at a Gateway Wealth Partners, LLC office in Appleton, A to Z.
43 registered advisors work at Gateway Wealth Partners, LLC in Appleton, out of 93 at the firm nationwide; it ranks number 2 in the city by advisors. 9 list the CFP designation and 40 are also registered broker representatives.
Gateway Wealth Partners, LLC advisors in Appleton, A to Z
Every Gateway Wealth Partners, LLC advisor →- Robert D. AikinsAlso a broker rep
- Jill A. BatleyAlso a broker rep
- Scott N. BeesleyCertified Financial Planner · Also a broker rep
- Tyler R. BolingAlso a broker rep
- Darren K. CrowAlso a broker rep
- Siamak G. DowlatshahiAlso a broker rep
- Katherine K. DyerAlso a broker rep
- Charles M. FettersAlso a broker rep
- Gregory N. FrankosAlso a broker rep
- Christopher M. HagenAlso a broker rep
- Jeffrey G. HainesAlso a broker rep
- Eric D. HallAlso a broker rep
- Justin L. HammerbeckAlso a broker rep
- Timothy P. HammondCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- James M. HealyInvestment adviser rep
- Susan L. JansenAlso a broker rep
- Troy C. JordanAlso a broker rep
- Lindsay A. KaminskiCertified Financial Planner · Also a broker rep
- Michael G. KitzmanAlso a broker rep
- Ryan M. KnappAlso a broker rep
- Jeanann M. KramerAlso a broker rep
- Bart M. LandsverkAlso a broker rep
- Erik E. LandsverkAlso a broker rep
- Venise W. LeeAlso a broker rep
- Irene S. Lee-SluysCertified Financial Planner · Also a broker rep
- Adam S. LoginCertified Financial Planner · Also a broker rep
- Jeffery W. MastersAlso a broker rep
- Christopher A. McCamanCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Melanie D. MilamAlso a broker rep
- Charles J. MinahanAlso a broker rep
- McFaddin Moise Jr.Certified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Jacob MorenusInvestment adviser rep
- Salvatore S. MottaAlso a broker rep
- Kathryn MurphyAlso a broker rep
- Amy G. NelsonAlso a broker rep
- Michael RickettCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Michael D. TorelloAlso a broker rep
- Sam M. VercilloInvestment adviser rep
- Scott C. WautersAlso a broker rep
- Philip E. WeisbachCertified Financial Planner · Also a broker rep
- David H. WoodAlso a broker rep
- Jason A. YorgensenAlso a broker rep
- Justin J. ZoromskiAlso a broker rep
Gateway Wealth Partners, LLC advisors in every city and state →Gateway Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Gateway Wealth Partners, LLC advisors in other cities
Glastonbury, CT 6Eau Claire, WI 4Batavia, IL 2Fitchburg, WI 2Gilbert, AZ 2Montgomery, AL 2Beulah, ND 1Camillus, NY 1Cape Coral, FL 1Delavan, WI 1Eagle River, WI 1Farmington, CT 1Fort Lauderdale, FL 1Fort Myers, FL 1Germantown, WI 1
Other firms in Appleton
All Appleton advisors →Thrivent Investment Management Inc. 74LPL Financial LLC 35Osaic Wealth, Inc. 23Wells Fargo Clearing Services, LLC 14Endowment Wealth Management, Inc. 12Ameriprise Financial Services, LLC 11Avaii Wealth Management, LLC 10Edward Jones 10Etf Model Solutions, LLC 10Cambridge Investment Research Advisors, Inc. 9McGlone Suttner Wealth Management, Inc. 8Pfs Investments Inc. 7
Questions
How many financial advisors does Gateway Wealth Partners, LLC have in Appleton?
43 investment adviser representatives are registered at Gateway Wealth Partners, LLC offices in Appleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 93 nationwide. 9 list the CFP designation and 40 are also registered as broker representatives.
Is Gateway Wealth Partners, LLC one of the largest advisor employers in Appleton?
Gateway Wealth Partners, LLC ranks number 2 in Appleton by registered advisors; Thrivent Investment Management Inc. has the most, with 74.
How do I check a Gateway Wealth Partners, LLC advisor in Appleton?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Gateway Wealth Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.