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David W

Series 63, Series 65

Glastonbury, CT

Gateway Wealth Partners, LLC

David Wood is a financial advisor at Gateway Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and National Planning Corporation. Outside of his advisory work, he owns Bluefish Advisor Marketing LLC, an advertising and marketing service. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

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

Series 66

Batavia, IL

Gateway Wealth Partners, LLC

Kurtis Hagemann is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Advisors' Pride, LPL Financial, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. He is based in Batavia, IL. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.

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

Series 63, Series 65

Appleton, WI

Gateway Wealth Partners, LLC

Jacob Sensiba is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and 65 licenses and having 11 years of industry experience. His prior roles include positions at Securities America Advisors and CRG Financial Services, where he worked for nearly a decade. Outside of advising, he is an author with Quest CE and serves as a building manager for VIP Properties, LLC. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm allocates client assets across diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

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

Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Erik Brenn is a Series 66 credentialed financial advisor with 10 years of industry experience. He currently works at Gateway Wealth Partners, LLC and has previously been associated with LPL Financial and Sii Investments, Inc. Brenn also serves as Chief Financial Officer of The McClone Agency, Inc., an insurance agency. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

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

Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Erik Landsverk is a financial advisor at Gateway Wealth Partners, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Russell Investments for six years. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, and wealth management services. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing over $2 billion in assets as of the end of 2025.

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

Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Eric Hall is a financial advisor with Gateway Wealth Partners, LLC in Appleton, WI, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Advisors' Pride, Inc. (Provisions Wealth Planners), Rightstone Financial, SII Investments, Inc., and EDH Wealth Advisors. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment adviser. Gateway Wealth Partners serves individuals, corporations, and retirement plans, offering financial planning, consulting, wealth management, and retirement plan consulting services. The firm allocates client assets among low-cost, diversified mutual funds and ETFs while incorporating individual securities and independent managers, with assets under management totaling approximately $2.28 billion.

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