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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 | May 12, 2026 | n/a | yes | Eau Claire, WI|APPLETON, WI | Current employment |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Independent wealth | Aug 26, 2024 | Mar 4, 2026 | no | LA CROSSE, WI|Waukesha, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | GATEWAY WEALTH PARTNERS, LLC | Mar 4, 2026 | May 12, 2026 | 69 | Firm change | RIA to RIA |