Advisor at Gateway Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gateway Wealth Partners, LLC
Location
Rifle, CO 81650
Credentials
Series 66
Industry experience
10 years
Fixed fees up to $15,000 for financial planning and consulting services
$0+: up to 2.00% annually for Wealth Management services $0+: up to 1.50% annually for Retirement Plan Consulting services
Separate commission-based arrangements for securities brokerage and insurance products offered by supervised persons
Up to $400 per hour for financial planning and consulting services
Fee-only: Financial planning fixed fees up to $15,000; hourly fees up to $400/hour
Gateway Wealth Partners, LLC
2022 - Present (4 years)
LPL Financial
2022 - Present (4 years)
Adviser's Pride, Inc.
2022 - 2022 (1 year)
Edward Jones
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Rifle, CO
Edward Jones
Series 66
New Castle, CO
Edward Jones
CFP®, ChFC®, Series 66
New Castle, CO
OSAIC
Series 63, Series 65
Rifle, CO
Cambridge Investment Research Advisors
Series 66
Rifle, CO
Edward Jones
Series 63, Series 66
Rifle, CO
Raymond James Financial
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