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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

JEANANN M KRAMER

Advisor at GATEWAY WEALTH PARTNERS, LLC

APPLETON, WI

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Search this name across graphsid dfx:ria:2bd7c78d-c2d1-4a1a-9b10-c176f6eea703

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 23, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GATEWAY WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 11, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Mar 11, 2005
First registration: Jul 23, 2007
Dual registered: yes, broker-dealer
Other names: JEANANN BRISKI|JEANANN M BRISKI-KRAMER|JEANANN M KRAMER|Jeanann Marie Kramer|Jeanann Kramer
IAPD individual key: 4897459

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GATEWAY WEALTH PARTNERS, LLC	Independent wealth	Oct 6, 2022	n/a	yes	APPLETON, WI	Current employment
ADVISORS' PRIDE INC.	Former SEC adviser	Jul 24, 2020	Dec 31, 2022	no	APPLETON, WI	Previous registration
EDWARD JONES	National bd RIA	Apr 12, 2019	Jul 20, 2020	no	APPLETON, WI	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jan 16, 2018	Apr 8, 2019	no	Menasha, WI\|Appleton, WI\|Appleton, WI\|Appleton, WI\|SAN DIEGO, CA	Previous registration
INVESTMENT CENTERS OF AMERICA, INC.	Former SEC adviser	Nov 18, 2010	Jan 8, 2018	no	APPLETON, WI	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Nov 18, 2010	Jan 8, 2018	no	APPLETON, WI	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jul 23, 2007	Sep 17, 2009	no	Oshkosh, WI\|HORICON, WI\|Ripon, WI\|North Fon Du Lac, WI\|Fond du Lac, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVISORS' PRIDE INC.	GATEWAY WEALTH PARTNERS, LLC	Dec 31, 2022	Oct 6, 2022	-86	Bulk transfer	RIA to new firm
EDWARD JONES	ADVISORS' PRIDE INC.	Jul 20, 2020	Jul 24, 2020	4	Firm change	Ibd to RIA
CUSO FINANCIAL SERVICES, L.P.	EDWARD JONES	Apr 8, 2019	Apr 12, 2019	4	Firm change	Ibd to ibd
INVESTMENT CENTERS OF AMERICA, INC.	CUSO FINANCIAL SERVICES, L.P.	Jan 8, 2018	Jan 16, 2018	8	Firm change	Other
SII INVESTMENTS, INC.	INVESTMENT CENTERS OF AMERICA, INC.	Jan 8, 2018	Nov 18, 2010	-2,608	Channel change	Other
U.S. BANCORP INVESTMENTS, INC.	SII INVESTMENTS, INC.	Sep 17, 2009	Nov 18, 2010	427	Firm change after gap	Other

Relationships

Registered with (7)

→ GATEWAY WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Oct 6, 2022 to presentfactForm ADV
→ ADVISORS' PRIDE INC.Registered adviserregistration: previous registration
Jul 24, 2020 to Dec 31, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 12, 2019 to Jul 20, 2020factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jan 16, 2018 to Apr 8, 2019factForm ADV
→ INVESTMENT CENTERS OF AMERICA, INC.Registered adviserregistration: previous registration
Nov 18, 2010 to Jan 8, 2018factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Nov 18, 2010 to Jan 8, 2018factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jul 23, 2007 to Sep 17, 2009factForm ADV

Dated events

No dated event names this entity yet.