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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

Steven James Lautenschlager

Advisor at GATEWAY WEALTH PARTNERS, LLC

APPLETON, WI | Oshkosh, WI

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Search this name across graphsid dfx:ria:7efe94a8-954c-eb89-e371-10fd758fe729

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Aug 30, 2004 to Sep 15, 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: Jul 12, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 12, 2000
First registration: Aug 30, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 4193561

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	Nov 20, 2025	n/a	yes	Oshkosh, WI\|APPLETON, WI	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 14, 2024	Nov 19, 2025	no	Greenville, WI	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Sep 18, 2020	Jun 14, 2024	no	GREENVILLE, WI	Previous registration
SSN ADVISORY, INC.	Former SEC adviser	Nov 6, 2017	Sep 18, 2020	no	Greenvillw, WI	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Jun 6, 2016	Nov 6, 2017	no	GREENVILLE, WI	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jan 15, 2010	Jun 9, 2016	no	GREENVILLE, WI	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Nov 1, 2006	Jan 6, 2010	no	OSHKOSH, WI\|MADISON, WI\|OSHKOSH, WI\|APPLETON, WI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 16, 2005	Mar 16, 2005	no	APPLETON, WI\|OSHKOSH, WI\|OSHKOSH, WI\|NEENAH, WI	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Aug 30, 2004	Mar 9, 2005	no	KIMBERLY, 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
OSAIC WEALTH, INC.	GATEWAY WEALTH PARTNERS, LLC	Nov 19, 2025	Nov 20, 2025	1	Firm change	Ibd to RIA
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
SSN ADVISORY, INC.	SECURITIES AMERICA ADVISORS, INC.	Sep 18, 2020	Sep 18, 2020	0	Bulk transfer	Ibd to ibd
SII INVESTMENTS, INC.	SSN ADVISORY, INC.	Nov 6, 2017	Nov 6, 2017	0	Firm change	Other
FSC SECURITIES CORPORATION	SII INVESTMENTS, INC.	Jun 9, 2016	Jun 6, 2016	-3	Firm change	Other
SII INVESTMENTS, INC.	FSC SECURITIES CORPORATION	Jan 6, 2010	Jan 15, 2010	9	Firm change	Other
LPL FINANCIAL LLC	SII INVESTMENTS, INC.	Mar 16, 2005	Nov 1, 2006	595	Firm change after gap	Other
CUNA BROKERAGE SERVICES, INC.	LPL FINANCIAL LLC	Mar 9, 2005	Mar 16, 2005	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
23131:322789:WI:2025-11-19	Nov 19, 2025	Nov 20, 2025	GREENVILLE, WI	Firm change
2225:126090:WI:2017-11-06	Nov 6, 2017	Nov 6, 2017	GREENVILLE, WI	Firm change
7461:2225:WI:2016-06-09	Jun 9, 2016	Jun 6, 2016	GREENVILLE, WI	Firm change

Relationships

Registered with (8)

→ GATEWAY WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Nov 20, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 14, 2024 to Nov 19, 2025factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Sep 18, 2020 to Jun 14, 2024factForm ADV
→ SSN ADVISORY, INC.Registered adviserregistration: previous registration
Nov 6, 2017 to Sep 18, 2020factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Jun 6, 2016 to Nov 6, 2017factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jan 15, 2010 to Jun 9, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 16, 2005 to Mar 16, 2005factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Aug 30, 2004 to Mar 9, 2005factForm ADV

Dated events

Occurred
Nov 19, 2025
Advisor changed firm
Steven James Lautenschlager left Osaic Wealth, Inc. for Gateway Wealth Partners, Llc (registered 2025-11-20)
Form ADVobserved 6 days ago