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Vincent Charles Baron

Advisor at Gateway Wealth Partners, LLC — Menominee, MI

Updated today

Credentials

Series 66

Experience

10 years

Location

Menominee, MI 49858

Gateway Wealth Partners, LLC logo

Gateway Wealth Partners, LLC

Multi-team

Total advisors

100

Across 56 offices

Clients per advisor

73 High

Avg AUM per client

$304,435 Low

HNW client ratio

22% Typical

About

Vincent Baron is a financial advisor at Gateway Wealth Partners, LLC with a Series 66 designation and 10 years of industry experience. He previously worked at LPL Financial LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he is active as a guitarist and band manager. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, consulting, and wealth management services. The firm employs a diversified investment approach utilizing low-cost mutual funds and ETFs, complemented by individual securities and independent managers.

Client services

Based on Gateway Wealth Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Gateway Wealth Partners, LLC

Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Fixed fees for financial planning and consulting services up to $15,000, negotiable

Percentage

Up to 3.00%, negotiable based on factors such as portfolio size, composition, services rendered, and individual providing services

Commissions

Certain supervised persons offer securities brokerage services and insurance products under separate commission-based arrangements

Project-based

Up to $400 per hour for financial planning and consulting services

Other

Fee-only: Fixed fees up to $15,000 for financial planning; hourly fees up to $400 per hour for consulting services, both negotiable

Location

See office

Menominee, MI

621 1st Street

Menominee MI 49858

Advisors at this office

1

Most active in

Michigan · Wisconsin

Work history

10 years of industry experience

Gateway Wealth Partners, LLC

2026 - Present • 1 year

Appleton, WI

LPL Financial LLC

2018 - Present • 8 years

Menominee, MI

Ameriprise Financial Services, Inc.

2016 - 2018 • 2 years

Menominee, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David J

Series 63, Series 65

Menominee, MI

D & G Advisory Group, L.L.C.

David Jones is a financial advisor at D & G Advisory Group, L.L.C. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at FSC Securities Corporation and Osaic Wealth, Inc. prior to his current role. D & G Advisory Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment account management and comprehensive financial planning services, employing a long-term, value-oriented investment approach with actively managed portfolios across various asset classes.

Annuities College savings (529s, UTMA, etc.) Long-term care insurance Retirement income strategy
user avatar

Gail J

Series 65

Menominee, MI

D & G Advisory Group, L.L.C.

Gail Jones is a financial advisor at D & G Advisory Group, L.L.C. with five years of industry experience. She holds a Series 65 designation and has been with D & G Advisory since 2011. D & G Advisory Group serves individual and high-net-worth clients as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment management and comprehensive financial planning, employing a long-term, value-oriented investment approach with active portfolio management and regular reviews.

Annuities College savings (529s, UTMA, etc.) Long-term care insurance Retirement income strategy
user avatar

Jason S

Series 65

Marinette, WI

Nicolet Wealth Management

Jason Smerchek is a financial advisor with Nicolet Wealth Management in Marinette, WI, holding a Series 65 credential and eight years of industry experience. He has been with Nicolet Advisory Services since 2018 and previously worked at Nicolet National Bank for 12 years. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s approach includes drafting and reviewing investment policy statements, ongoing investment monitoring, benchmarking, and participant education, supported by an internal investment research team and oversight committee.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Taylor D

Series 66

Marinette, WI

Ausdal Financial Partners, Inc.

Taylor Doemel is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of financial services, Doemel is involved as a funeral director at Hansen-Onion-Martell Funeral Home and serves as treasurer for the Peshtigo Lions Club. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Jason J

Series 66

Peshtigo, WI

Packerland Brokerage Services, Inc.

Jason Jacobson is a financial advisor at Packerland Brokerage Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Associated Investment Services, Inc. and Thrivent Financial for Lutherans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a range of managed portfolios and fee-based programs on the Hilltop/Envestnet platform, combining individualized financial planning with discretionary or non-discretionary account management.

Retirement income strategy Options & derivatives strategies Wealth management
user avatar

Brian T

Series 63, Series 65

Marinette, WI

Ausdal Financial Partners, Inc.

Brian Tupper is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior roles include positions at American Portfolios, Mass Mutual, and OSAIC. Outside of advisory work, he serves as Vice President of Weathervane Property, managing a commercial office building. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies delivered on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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