GATEWAY WEALTH PARTNERS, LLC of APPLETON, WI is an SEC-registered investment adviser (CRD 322789). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jill Ann Batley | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| David Houghton Wood | CHIEF VISIONARY OFFICER | — |
| Eric Dale Hall | CHIEF EXECUTIVE OFFICER | — |
| Michael George Kitzman | CHIEF ENGAGEMENT OFFICER; DIRECTOR OF TALENT ACQUISTION | — |
| HALL JAMES DALE | CHIEF EXECUTIVE OFFICER | — |
| WOOD DAVID HOUGHTON | CHIEF VISIONARY OFFICER | — |
| BATLEY JILL ANN | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| KITZMAN MICHAEL GEORGE | DIRECTOR OF TALENT ACQUISTION | — |
Showing 15 of 25 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| GLASTONBURY | CT | 9 | 860-652-4360 |
| MIDLAND | TX | 3 | (432) 689-9600 |
| EAU CLAIRE | WI | 2 | 715-456-1967 |
| MADISON | WI | 2 | 608-628-5512 |
| EAU CLAIRE | WI | 2 | 715-828-5631 |
| MENASHA | WI | 2 | 920-866-3426 |
| EASTON | MD | 1 | (410) 690-8203 |
| GERMANTOWN | WI | 1 | 262-437-3202 |
| BATVIA | IL | 1 | 630-326-9007 |
| LAKEVILLE | MN | 1 | 952-683-9100 |
| RANCHO MIRAGE | CA | 1 | 760-346-4888 |
| MONTGOMERY | AL | 1 | 334-398-6904 |
| — | — | 1 | 601-941-2419 |
| GLENDALE | AZ | 1 | 480-318-1799 |
| APPLETON | WI | 1 | 920-202-3093 |