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Amy N

Series 66

Santa Fe, NM

Gateway Wealth Partners, LLC

Amy Nelson is a financial advisor with Gateway Wealth Partners, LLC and holds a Series 66 designation. She has 10 years of industry experience with prior roles at firms including Edward Jones, Private Client Services, and LPL Financial. Nelson provides investment advisory services through Gateway Wealth Partners. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management, typically allocating client assets among low-cost, diversified mutual funds and ETFs supplemented by individual securities and independent managers.

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