A complete list of active advisors currently associated with Gateway Wealth Management, LLC

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

Gateway Wealth Management, LLC manages approximately $48 million for a compact client base of individuals and high‑net‑worth clients, providing discretionary portfolio management and financial planning. The firm prepares individualized Investment Policy Statements and offers ongoing portfolio monitoring alongside one‑time or periodic financial plans. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long‑term trading horizon, and it primarily implements portfolios with ETFs and mutual funds while also employing fixed income, REITs, commodities, and alternative exposures when appropriate. It operates under discretionary authority, custodial relationships with an institutional provider, and delivers quarterly account reporting. What is distinctive is the firm’s affiliation with the insurance channel: the principal is licensed to sell insurance and the firm includes insurance products and annuities among the instruments it may use, while disclosing that advisory clients will not be charged commissions for insurance sales. The brochure also discloses receipt of institutional services and research from its custodian, which can provide operational support but may introduce soft‑dollar considerations that differ from many peers.

To learn more about the advisors currently working at Gateway Wealth Management, LLC, 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.

Name	Location	Years of experience
David Foster	Saint Louis, MO	18

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