Unclaimed Profile

Eric Dale Hall

GATEWAY WEALTH PARTNERS, LLC·APPLETON, Wisconsin

SIE, Series 7, Series 31, Series 66Clean record22 years registeredGATEWAY WEALTH PARTNERS, LLC

100 W. LAWRENCE STREET, APPLETON, WI 54911CRD# 4620656Firm CRD# 322789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Dale Hall · APPLETON, WI

Registration

CRD #4620656 · GATEWAY WEALTH PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

GATEWAY WEALTH PARTNERS, LLC

Oct 2022 – present

ADVISORS' PRIDE INC.

Feb 2018 – Dec 2022

Appleton, WI

LPL FINANCIAL LLC

Feb 2018 – Aug 2019

APPLETON, WI

SII INVESTMENTS, INC.

Aug 2016 – Feb 2018

APPLETON, WI

SAGEPOINT FINANCIAL, INC.

Sep 2011 – Aug 2016

APPLETON, WI

COMMONWEALTH FINANCIAL NETWORK

Mar 2009 – Sep 2011

APPLETON, WI

COMMONWEALTH FINANCIAL NETWORK

Oct 2008 – Oct 2008

APPLETON, WI

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Dec 2003 – Feb 2006

MADISON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · December 1, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GATEWAY WEALTH PARTNERS, LLC

CRD 322789 · SEC 801-126635

AUM

$892M

Regulatory assets under management

Employees

3,968 client accounts

Services offered by GATEWAY WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GATEWAY WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Dale Hall offer?

Eric Dale Hall specializes in Financial Planning, Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.

What are Eric Dale Hall's credentials?

Eric Dale Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Dale Hall located?

Eric Dale Hall is based in APPLETON, Wisconsin, working with GATEWAY WEALTH PARTNERS, LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.

How does Eric Dale Hall charge for services?

Eric Dale Hall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GATEWAY WEALTH PARTNERS, LLC?

GATEWAY WEALTH PARTNERS, LLC has approximately 80 employees and manages $892M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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