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Financial ADVSR advisor directory · SEC adviser records

Gateway Wealth Partners, LLC financial advisors in Eau Claire, WI

Every SEC-registered investment adviser representative at a Gateway Wealth Partners, LLC office in Eau Claire, A to Z.

The short answer

4 registered advisors work at Gateway Wealth Partners, LLC in Eau Claire, out of 93 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Gateway Wealth Partners, LLC advisors in Eau Claire, A to Z

Every Gateway Wealth Partners, LLC advisor →

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

Appleton, WI 43Glastonbury, CT 6Batavia, 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 Eau Claire

All Eau Claire advisors →

Edward Jones 11LPL Financial LLC 10Robert W. Baird & Co. Incorporated 9Ameriprise Financial Services, LLC 7Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Stifel, Nicolaus & Company, Incorporated 5Wells Fargo Clearing Services, LLC 5Osaic Wealth, Inc. 4Pfs Investments Inc. 4Thrivent Investment Management Inc. 4

Questions

How many financial advisors does Gateway Wealth Partners, LLC have in Eau Claire?

4 investment adviser representatives are registered at Gateway Wealth Partners, LLC offices in Eau Claire, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 93 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Gateway Wealth Partners, LLC one of the largest advisor employers in Eau Claire?

Gateway Wealth Partners, LLC ranks number 8 in Eau Claire by registered advisors; Edward Jones has the most, with 11.

How do I check a Gateway Wealth Partners, LLC advisor in Eau Claire?

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.