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Advisor at GATEWAY WEALTH PARTNERS, LLC
APPLETON, WI | Eau Claire, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GATEWAY WEALTH PARTNERS, LLC | Independent wealth | Feb 5, 2026 | n/a | yes | Eau Claire, WI|APPLETON, WI | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 19, 2024 | Dec 4, 2025 | no | EAU CLAIRE, WI | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 16, 2021 | Jan 19, 2024 | no | EAU CLAIRE, WI | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Aug 18, 2015 | Mar 22, 2021 | no | EAU CLAIRE, WI | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 22, 2010 | Sep 1, 2015 | no | EAU CLAIRE, WI|WAUSAU, WI | Previous registration |
| LASALLE ST. INVESTMENT ADVISORS, L.L.C. | Bd affiliated wealth | Jun 4, 2007 | Dec 31, 2008 | no | ELMHURST, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | GATEWAY WEALTH PARTNERS, LLC | Dec 4, 2025 | Feb 5, 2026 | 63 | Firm change | Ibd to RIA |
| WOODBURY FINANCIAL SERVICES, INC. | OSAIC WEALTH, INC. | Jan 19, 2024 | Jan 19, 2024 | 0 | Bulk transfer | Ibd to ibd |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | WOODBURY FINANCIAL SERVICES, INC. | Mar 22, 2021 | Mar 16, 2021 | -6 | Firm change | Ibd to ibd |
| MSI FINANCIAL SERVICES, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Sep 1, 2015 | Aug 18, 2015 | -14 | Firm change | Other |
| LASALLE ST. INVESTMENT ADVISORS, L.L.C. | MSI FINANCIAL SERVICES, INC. | Dec 31, 2008 | Feb 22, 2010 | 418 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:322789:WI:2025-11-19 | Dec 4, 2025 | Feb 5, 2026 | EAU CLAIRE, WI | Firm change |
| 134139:421:WI:2021-03-22 | Mar 22, 2021 | Mar 16, 2021 | EAU CLAIRE, WI | Firm change |