DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Todd Christopher Kuen
Feed of 09/14/2026
Also filed as Todd C Kuen
At current firm
3 y
since Jan 26, 2023
In the industry
26 y
since Jul 28, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Gateway Wealth Partners, LLC independent RIA currentsince Jan 26, 2023 · Appleton, Wi
- F3logic, LLC formerOct 11, 2018 to May 19, 2022 · Appleton, Wi
- Investment Centers Of America, Inc. formerFeb 25, 2016 to Apr 23, 2018 · Appleton, Wi
- Investment Centers Of America, Inc. formerSep 8, 2005 to Apr 17, 2015 · Appleton, Wi
- Sii Investments, Inc. formerAug 5, 2004 to Apr 23, 2018 · Appleton, Wi
Moves
a registration end followed by a registration begin elsewhere
- F3logic, LLC to Gateway Wealth Partners, LLCleft May 19, 2022, registered Jan 26, 2023 (252 days) · RIA to RIA
- Investment Centers Of America, Inc. to F3logic, LLCleft Apr 23, 2018, registered Oct 11, 2018 (171 days) · Other
- Sii Investments, Inc. to Investment Centers Of America, Inc.left Apr 23, 2018, registered Sep 8, 2005 (-4610 days) · channel change inside one enterprise, not a move · moved with a team
Signals
- Todd Christopher Kuen left F3Logic, Llc for Gateway Wealth Partners, Llc (registered 2023-01-26)May 19, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address