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 | — |