Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
20 years
Location
Beulah, ND 58523
Gateway Wealth Partners, LLC
Multi-team
Julie Graney is a CFP® professional with 20 years of industry experience. She is currently with Gateway Wealth Partners, LLC and has prior experience at LPL Financial, Investment Centers of America, Inc., and Union State Bank. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, with an investment approach that includes diversified low-cost funds, individual securities, and independent managers, applying both fundamental and technical analysis.
Based on Gateway Wealth Partners, LLC
Based on Gateway Wealth Partners, LLC
Fixed fees for financial planning and consulting services up to $15,000, negotiable
Up to 3.00%, negotiable based on factors such as portfolio size, composition, services rendered, and individual providing services
Certain supervised persons offer securities brokerage services and insurance products under separate commission-based arrangements
Up to $400 per hour for financial planning and consulting services
Fee-only: Fixed fees up to $15,000 for financial planning; hourly fees up to $400 per hour for consulting services, both negotiable
Beulah, ND
512 W Main St
Beulah ND 58523
Advisors at this office
1
North Dakota · Texas
20 years of industry experience
Gateway Wealth Partners, LLC
2026 - Present • 1 year
Appleton, WI
LPL Financial
2017 - Present • 9 years
Hazen, ND
Investment Centers of America, Inc.
2005 - 2017 • 12 years
Hazen, ND
Union State Bank
2005 - Present • 21 years
Hazen, ND
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Beulah, ND
Eagle Strategies (NY Life)
Kevin Flaagan is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Eagle Strategies since 2020 and has a long history with New York Life and Nylife Securities Inc. dating back to 1985. He is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.
CFP®, ChFC®, Series 63, Series 66
Beulah, ND
Edward Jones
Deanne Gierke is a financial advisor at Edward Jones with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1998. Outside of her advisory role, she is an author of a book titled "Adulting 101," which teaches financial basics to high school students, and she designs and writes biblical-based journals. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.
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