GATEWAY WEALTH PARTNERS, LLC - Financial Advisor in Wisconsin, Appleton

Tel: (920) 731-9293 100 W. Lawrence Street Suite 304 Appleton, Wisconsin 54911

About GATEWAY WEALTH PARTNERS, LLC

GATEWAY WEALTH PARTNERS, LLC is a Appleton, Wisconsin based financial advisory firm with nearly $891,580,271 in assets under management and provides investment advisory services for 3968 clients. There are currently 80 financial advisors at the firm.

General Information

Firm CRD#:

322789

Firm SEC#:

801-126635

Assets Under Management:

$891,580,271

No. of Clients:

3968

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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