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

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

Gateway Wealth Partners is a registered investment adviser that serves individuals (including high‑net‑worth clients), corporations and retirement plans. The firm provides financial planning, consulting, wealth management (including both discretionary and non‑discretionary portfolio management) and retirement plan consulting services. The firm typically allocates client assets among low‑cost, diversified mutual funds and ETFs, and supplements those exposures with individual stocks, bonds and independent managers as appropriate while using both fundamental and technical analysis. As of December 31, 2025 Gateway reported roughly $2.28 billion in regulatory assets under management, split about $1.66 billion discretionary and $614.8 million non‑discretionary, and it offers wrap program services as well as ERISA 3(21)/3(38) plan engagements. Compared with many large advisory firms, Gateway maintains a relatively substantial non‑discretionary advisory book, meaning a notable portion of clients retain final trade approval while continuing to receive advisory support. The firm also discloses a range of third‑party relationships and affiliated activities — including supervised persons who are registered representatives or insurance agents, economic benefits from custodians (Schwab and LPL), participation in referral platforms such as Money Pickle, and a cash management offering through StoneCastle — all of which are explained in its brochure and can influence how services are delivered.

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