Unclaimed Profile

Michael George Kitzman

GATEWAY WEALTH PARTNERS, LLC·APPLETON, Wisconsin

SIE, Series 7, Series 66Clean record20 years registeredGATEWAY WEALTH PARTNERS, LLC

100 W. LAWRENCE STREET, APPLETON, WI 54911CRD# 4462570Firm CRD# 322789

Profile Verification

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

Identity

Michael George Kitzman · APPLETON, WI

Registration

CRD #4462570 · GATEWAY WEALTH PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

GATEWAY WEALTH PARTNERS, LLC

Oct 2022 – present

ADVISORS' PRIDE INC.

Oct 2019 – Dec 2022

APPLETON, WI

INVESTMENT CENTERS OF AMERICA, INC.

Feb 2016 – Feb 2018

APPLETON, WI

SII INVESTMENTS, INC.

Nov 2005 – Feb 2018

APPLETON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 5, 2005

Years registered · 20

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 Michael George Kitzman offer?

Michael George Kitzman specializes in Financial Planning, Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.

What are Michael George Kitzman's credentials?

Michael George Kitzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael George Kitzman located?

Michael George Kitzman 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 Michael George Kitzman charge for services?

Michael George Kitzman'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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