GATEWAY WEALTH PARTNERS, LLC

APPLETON, Wisconsin·4 registered advisors·CRD# 322789
SEC# 801-12663524(920) 731-9293
01

Firm Overview

AUM
$892M
Regulatory assets under management
Employees
80
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GATEWAY WEALTH PARTNERS, LLC

4 registered advisors
David Houghton Wood
APPLETON, Wisconsin
Eric Dale Hall
APPLETON, Wisconsin
Jill Ann Batley
APPLETON, Wisconsin
Michael George Kitzman
APPLETON, Wisconsin
05

Office Locations

APPLETON, Wisconsin
4 advisors

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Data sourced from SEC Form ADV filings. GATEWAY WEALTH PARTNERS, LLC (CRD# 322789) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.