A complete list of active advisors currently associated with Gateway Wealth, Inc.

Warmer can help you find a great advisor at Gateway Wealth, Inc. or one who fits your needs even better.

Gateway Wealth, Inc. is a small, state‑registered advisory firm that serves individual clients — including high‑net‑worth individuals — and certain retirement plans, managing roughly $89.5 million on a discretionary basis across about 105 client relationships. The firm offers comprehensive financial planning and ongoing portfolio management, with supplemental services that include tax, estate, business and insurance planning. The firm’s investment approach is long‑term focused and typically emphasizes mutual funds and other traditional securities, with accounts reviewed at least quarterly and rebalanced as needed; it does not charge performance‑based fees. In putting together portfolios it employs both fundamental and technical analysis and manages a mix of stocks, bonds, ETFs and variable products on a discretionary basis. Notable distinctions include that associated persons also act as registered representatives of a broker‑dealer and as insurance agents, which can result in commission and 12b‑1 compensation in addition to advisory fees — a conflict of interest the brochure discloses and flags for clients. The firm operates as a single‑advisor practice with no stated account minimum, executes client trades individually rather than in block trades, and its principal holds a CPA credential and has maintained the firm since the early 1990s, converting from SEC to state registration in 2012.

To learn more about the advisors currently working at Gateway Wealth, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.