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John Hardesty Alpers

GATEWAY FINANCIAL STRATEGIES LLC·ERIE, Colorado
SIE, Series 6, Series 7, Series 24, Series 6627 years registeredGATEWAY FINANCIAL STRATEGIES LLC
526 BRIGGS STREET, ERIE, CO 80516CRD# 2704475Firm CRD# 109555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Hardesty Alpers · ERIE, CO
Registration
CRD #2704475 · GATEWAY FINANCIAL STRATEGIES LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

COSNER FINANCIAL GROUP, LLC
Jun 2020 – present
FINANCIAL DESIGN & MANAGEMENT, INC.
Apr 2008 – May 2020
ERIE, CO
GATEWAY FINANCIAL STRATEGIES LLC
Jan 1999 – Dec 2011
ERIE, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 66
Registration record
First registered · January 1, 1999
Years registered · 27
03

Disclosure History

2017Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
GATEWAY FINANCIAL STRATEGIES LLC
CRD 109555 · SEC 801-57488
AUM
$30M
Regulatory assets under management
Employees
1
80 client accounts
Services offered by GATEWAY FINANCIAL STRATEGIES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GATEWAY FINANCIAL STRATEGIES LLC →
Introduction

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05

Frequently Asked Questions

What services does John Hardesty Alpers offer?
John Hardesty Alpers specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ERIE, Colorado for a consultation.
What are John Hardesty Alpers's credentials?
John Hardesty Alpers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Hardesty Alpers located?
John Hardesty Alpers is based in ERIE, Colorado, working with GATEWAY FINANCIAL STRATEGIES LLC. Their office serves clients in the ERIE metropolitan area and surrounding communities.
How does John Hardesty Alpers charge for services?
John Hardesty Alpers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GATEWAY FINANCIAL STRATEGIES LLC?
GATEWAY FINANCIAL STRATEGIES LLC has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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