Appleton, WI W. Lawrence Street logo

Appleton, WI W. Lawrence Street Office

Team
Updated today
Gateway Wealth Partners, LLC logo

Gateway Wealth Partners, LLC

Multi-team

Firm-wide stats for Gateway Wealth Partners, LLC

Total advisors

103

Across 57 offices

Clients per advisor

71 High

Avg AUM per client

$304,435 Low

HNW client ratio

22% Typical

About

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.

Based on Gateway Wealth Partners, LLC

Expertise

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

Based on Gateway Wealth Partners, LLC

Location

100 W. Lawrence Street, Suite 304

Appleton WI 54911

Advisors at this office

28

Advisors at this office

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Jean Paul A

Series 63, Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Jean Paul Aime is a financial advisor with Gateway Wealth Partners, LLC in Madison, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at MML Investors Services and MassMutual for 15 years, as well as experience with LPL Financial and Advisors' Pride Inc. He is involved in multiple independent advisory activities, including providing services through Advisor's Pride Inc. and Gateway Wealth Partners. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets as of year-end 2024.

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

Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Robert Aikins is a financial advisor at Gateway Wealth Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Bank of America, Merrill, and J.P. Morgan Securities. Outside of his advisory role, he is involved as a baseball coach at De Pere High School and serves on the nonprofit board of the Black Oak Lake Preservation Foundation. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

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

Series 65, Series 63

Appleton, WI

Gateway Wealth Partners, LLC

Bryce Kostman is a financial advisor with Gateway Wealth Partners, LLC in Appleton, WI. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at LPL Financial LLC and Northwestern Mutual. Outside of advisory work, he is a 50% owner of GNK Outdoors LLC, an outdoor manufacturing and design company. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, and wealth management services. The firm’s investment approach typically involves diversified allocations to low-cost mutual funds and ETFs, supplemented with individual securities and independent managers.

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

Series 63, Series 65

Appleton, WI

Gateway Wealth Partners, LLC

Susan Jansen is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has worked at LPL Financial since 2012 and has also been affiliated with Advisors' Pride Inc. and Gateway Wealth Partners, where she provides investment advisory services through an independent firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of investment delivery options, combining large-scale advisory operations with additional product offerings such as insurance and credit services.

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

Series 66, Series 63

Appleton, WI

Gateway Wealth Partners, LLC

Justin Hammerbeck is a financial advisor at Gateway Wealth Partners, LLC with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers.

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

Series 63, Series 65

Appleton, WI

Gateway Wealth Partners, LLC

Scott Kinderman is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at LPL Financial, OSAIC, Woodbury Financial Services, and Cambridge Investment Research Advisors. 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, supported by fundamental and technical analysis, and manages approximately $1.25 billion in regulatory assets under management.

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

CFP®, Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Lindsay Kaminski is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Gateway Wealth Partners, LLC and has previously worked at Merrill, City National Bank, RBC Capital Markets, and Sii Investments. Outside of financial advising, she is the owner of Bell Locksmith LLC, a locksmith business in Wisconsin. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in regulatory assets under management.

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

CFP®, Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Philip Weisbach is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. His prior work includes roles at LPL Financial, Cetera, Harbour Investments, and SII Investments. 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)
user avatar

Jeanann K

Series 63, Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Jeanann Kramer is a financial advisor at Gateway Wealth Partners, LLC in Appleton, WI, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including LPL Financial, Edward Jones, and SII Investments. Outside of her advisory role, she owns Kramer Elite Solutions, a non-investment-related business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm employs a strategic asset allocation approach primarily using low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in regulatory assets under management as of December 2024.

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

Irene V

Series 63

Appleton, WI

Gateway Wealth Partners, LLC

Irene Vilonalabonne is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 63 designation and over 40 years of industry experience. She has worked at LPL Financial since 2009 and previously at ADVISORS' PRIDE Inc. from 2015 to 2022. In addition to advisory services, she has operated a tax preparation and accounting business since the 1980s. 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 client assets among diversified mutual funds and ETFs, supplemented with individual securities and independent managers.

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

Justin D

Series 63, Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Justin Dumke is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at several firms, including Advisors' Pride Inc., Granite Financial Group, LPL Financial, Financial Resources Services, and SII Investments. Gateway Wealth Partners is a registered investment adviser offering 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, complemented by individual securities and Independent Managers when appropriate.

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

Jayne D

Series 63

Appleton, WI

Gateway Wealth Partners, LLC

Jayne Deutmeyer is a financial advisor at Gateway Wealth Partners, LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at firms including LPL Financial and Global Retirement Partners. In addition to her advisory role, she operates J Henry Consulting, LLC, a non-investment-related business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supported by fundamental and technical analysis, and manages approximately $1.25 billion in regulatory assets under management.

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

Todd K

Series 63, Series 65

Appleton, WI

Gateway Wealth Partners, LLC

Todd Kuen is a financial advisor at Gateway Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Financial Group, and SII Investments, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial. 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)
user avatar

Justin Z

Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Justin Zoromski is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Advisors' Pride Inc., LPL Financial, Great Valley Advisor Group, and WOITA & Associates. Outside of advising, he founded Spark Marketing, a home-based marketing company. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement consulting. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing over $1.25 billion in assets as of the end of 2024.

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

Jill B

Series 63, Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Jill Batley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at Advisors' Pride and Paul R. Hoffman & Company, as well as an affiliation with LPL Financial. Gateway Wealth Partners provides 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 and Independent Managers, managing approximately $1.25 billion in assets as of year-end 2024.

Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this office
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