GATEWAY WEALTH PARTNERS, LLC

Adviser information for GATEWAY WEALTH PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	80
Investment Advisory/Research	51
Registered Broker-Dealer Representatives	50
Registered State Investment Advisers	50
Licensed Agents of an Insurance Company	49
No. of Firms/People that Solicit Clients	8

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	3,219	$556.5M
Non-Discretionary	749	$335.1M
Total	3,968	$891.6M

Clients

Type	Number	RAUM
Individuals	2,453	$655.3M
HNW Individuals	130	$226.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$3.9M
Charitable organizations	6	$1.8M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	11	$4.5M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	70
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	891.6M

Portfolio Manager to Program	Sponsor
GATEWAY WEALTH PARTNERS WRAP FEE PROGRAM	GATEWAY WEALTH PARTNERS, LLC

Identifiers

SEC RIA File Number	801-126635
SEC ERA File Number	801-126635
SEC CIK Numbers	1966037
SEC CRD Numbers	322789
Legal Entity Identifier	None

Principal Office

100 W. LAWRENCE STREET
SUITE 304
APPLETON
WI
United States

Monday - Friday, 8:00 AM TO 5:00 PM

Tel: (920) 731-9293, Fax: None

Websites

www.integratedwealthpartners.com www.unionretirement.net www.frswealth.com www.financialadvisorsinc.com mygfpartner.com/ www.facebook.com/financialadvisorsinc/ www.forethoughtplanning.com www.facebook.com/provisionswealthplanners/ www.facebook.com/integratedwealthpartners/ www.provisionswealthplanners.com www.boberwealth.com/ www.facebook.com/forethoughtplanning.com/ www.wealthguardianadvisorswashington.com twitter.com/mygfpartner www.facebook.com/mygfpartner www.linkedin.com/company/gateway-financial-partners

Chief Compliance Officer

JILL BATLEY

100 W.LAWRENCE STREET

SUITE 304

APPLETON

United States

Tel: (920) 731-9293

J******@**************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners

None

Control Persons

Name	Type	Entity	Title	Since	Ownership
BATLEY, JILL, ANN	Individual	–	CHIEF COMPLIANCE OFFICER AND PRESIDENT	08/2022	< 5%
WOOD, DAVID, HOUGHTON	Individual	–	CHIEF VISIONARY OFFICER	08/2022	25-50%
HALL, ERIC, DALE	Individual	–	CHIEF EXECUTIVE OFFICER	08/2022	25-50%
KITZMAN, MICHAEL, GEORGE	Individual	–	DIRECTOR OF TALENT ACQUISTION	08/2022	< 5%

No. Employees, Historic

RAUM, Historic

No. Clients, Historic

Holdings

From latest 13F, filed August 16th, 2024 for period ending June 30th, 2024

Name	Class	Value $USD	# Shares	Private Fund
AB ACTIVE ETFS INC	SHORT DURATION H	2M	57K	–
ABBVIE INC	COM	464K	3K	–
ALPHABET INC	CAP STK CL A	2M	11K	–
ALPHABET INC	CAP STK CL C	455K	2K	–
ALPS ETF TR	ALERIAN MLP	638K	13K	–
ALPS ETF TR	EQUAL SEC ETF	2M	21K	–
ALTRIA GROUP INC	COM	207K	5K	–
AMAZON COM INC	COM	4M	20K	–
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	3M	44K	–
AMERICAN CENTY ETF TR	INTL EQT ETF	8M	126K	–
AMERICAN CENTY ETF TR	US EQT ETF	12M	134K	–
AMERICAN CENTY ETF TR	US SML CP VALU	3M	31K	–
AMERICAN ELEC PWR CO INC	COM	208K	2K	–
AMPLIFY ETF TR	CWP ENHANCED DIV	680K	18K	–
AMPLIFY ETF TR	SEYMOUR CANNBS	547K	122K	–
APPLE INC	COM	7M	36K	–
AT&T INC	COM	310K	16K	–
BANK AMERICA CORP	COM	683K	17K	–
BERKSHIRE HATHAWAY INC DEL	CL B NEW	721K	2K	–
BLACKROCK ETF TRUST	US CARBON TRANS	315K	5K	–
BLACKROCK ETF TRUST	US EQT FACTOR	3M	65K	–
BLACKROCK ETF TRUST II	FLEXIBLE INCOME	551K	11K	–
BOEING CO	COM	818K	4K	–
BROADCOM INC	COM	279K	173	–
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	149K	13K	–
CAMTEK LTD	ORD	220K	2K	–
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	283K	9K	–
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	239K	7K	–
CARNIVAL CORP	UNIT 99/99/9999	196K	10K	–
CARRIER GLOBAL CORPORATION	COM	203K	3K	–
CATERPILLAR INC	COM	1M	4K	–
CISCO SYS INC	COM	265K	6K	–
COSTCO WHSL CORP NEW	COM	682K	802	–
CROWDSTRIKE HLDGS INC	CL A	239K	623	–
DBX ETF TR	XTRACKERS S&P	5M	102K	–
DEERE & CO	COM	560K	2K	–
DELL TECHNOLOGIES INC	CL C	395K	3K	–
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	570K	9K	–
DIREXION SHS ETF TR	NAS100 EQL WGT	2M	20K	–
DISNEY WALT CO	COM	305K	3K	–
EATON CORP PLC	SHS	256K	816	–
EATON VANCE TAX-MANAGED GLOB	COM	142K	17K	–
ELI LILLY & CO	COM	723K	799	–
ENERGY TRANSFER L P	COM UT LTD PTN	230K	14K	–
EXXON MOBIL CORP	COM	647K	6K	–
FIDELITY COMWLTH TR	NASDAQ COMPSIT	711K	10K	–
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	380K	8K	–
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	678K	11K	–
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	2M	28K	–
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	726K	30K	–
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	699K	19K	–
FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	703K	14K	–
FIRST TR EXCHANGE TRAD FD VI	ALT ABSLT STRG	636K	22K	–
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	248K	10K	–
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	1M	13K	–
FIRST TR EXCHANGE TRADED FD	ENERGY ALPHADX	1M	57K	–
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	282K	6K	–
FIRST TR EXCHANGE TRADED FD	GROWTH STRENGTH	634K	21K	–
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	2M	14K	–
FIRST TR EXCHANGE TRADED FD	INDLS PROD DUR	209K	3K	–
FIRST TR EXCHANGE TRADED FD	INDXX NEXTG ETF	281K	3K	–
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	903K	16K	–
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	280K	2K	–
FIRST TR EXCHANGE TRADED FD	TECH ALPHADEX	591K	4K	–
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	236K	3K	–
FIRST TR EXCHANGE-TRADED ALP	SML CAP VAL ALPH	614K	12K	–
FIRST TR EXCHANGE-TRADED ALP	SML CP GRW ALP	586K	9K	–
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	9M	103K	–
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	3M	15K	–
FIRST TR EXCHANGE-TRADED FD	DOW 30 EQL WGT	363K	11K	–
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	2M	27K	–
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	934K	19K	–
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	321K	6K	–
FIRST TR EXCHANGE-TRADED FD	INTL DEV STRNGTH	702K	21K	–
FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	481K	26K	–
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	1M	63K	–
FIRST TR EXCHANGE-TRADED FD	MNGD FUTRS STRGY	1M	27K	–
FIRST TR EXCHANGE-TRADED FD	NASD TECH DIV	3M	37K	–
FIRST TR EXCHANGE-TRADED FD	NASDQ ARTFCIAL	2M	39K	–
FIRST TR EXCHANGE-TRADED FD	NASDQ OIL GAS	446K	14K	–
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	475K	16K	–
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	255K	2K	–
FIRST TR EXCHANGE-TRADED FD	RBA INDL ETF	405K	6K	–
FIRST TR EXCHANGE-TRADED FD	RISNG DIVD ACHIV	4M	77K	–
FIRST TR EXCHANGE-TRADED FD	S&P INTL DIVID	242K	15K	–
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	584K	17K	–
FIRST TR EXCHANGE-TRADED FD	WTR ETF	404K	4K	–
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	2M	85K	–
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	1M	41K	–
FIRST TR EXCHNG TRADED FD VI	MLT MNGD LRG GRW	470K	17K	–
FIRST TR EXCHNG TRADED FD VI	TCW OPPORTUNIS	3M	81K	–
FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	763K	35K	–
FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	757K	33K	–
FIRST TR LRG CP VL ALPHADEX	COM SHS	3M	36K	–
FIRST TR MORNINGSTAR DIVID L	SHS	1M	33K	–
FIRST TR MULTI CAP GROWTH AL	COM SHS	291K	2K	–
FIRST TR NAS100 EQ WEIGHTED	SHS	1M	11K	–
FIRST TR NASDAQ 100 TECH IND	SHS	808K	4K	–
FIRST TR SML CP CORE ALPHA F	COM SHS	254K	3K	–
FIRST TR STOXX EUROPEAN SELE	COMMON SHS	121K	10K	–
FIRST TR VALUE LINE DIVID IN	SHS	7M	171K	–
FIRST TRUST LRGCP GWT ALPHAD	COM SHS	2M	15K	–
FLEXSHARES TR	FLEXSHARES ULTRA	581K	8K	–
FORD MTR CO DEL	COM	354K	28K	–
GILEAD SCIENCES INC	COM	280K	4K	–
GLOBAL X FDS	GLOBAL X COPPER	279K	6K	–
GLOBAL X FDS	X EMERGING MKT	1M	59K	–
GOLDMAN SACHS GROUP INC	COM	397K	877	–
HOME DEPOT INC	COM	388K	1K	–
HONEYWELL INTL INC	COM	367K	2K	–
INTEL CORP	COM	581K	19K	–
INTERNATIONAL BUSINESS MACHS	COM	222K	1K	–
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	1M	5K	–
INVESCO EXCH TRADED FD TR II	PFD ETF	598K	52K	–
INVESCO EXCH TRADED FD TR II	S&P ULTRA DIVIDE	1M	26K	–
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	556K	11K	–
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	315K	3K	–
INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	398K	4K	–
INVESCO EXCHANGE TRADED FD T	LEISURE AND ENTE	253K	6K	–
INVESCO EXCHANGE TRADED FD T	S&P500 EQL HLT	510K	17K	–
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	4M	27K	–
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	300K	8K	–
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	638K	8K	–
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	269K	4K	–
INVESCO EXCHANGE TRADED FD T	WILDERHIL CLAN	600K	30K	–
INVESCO QQQ TR	UNIT SER 1	3M	7K	–
ISHARES INC	CORE MSCI EMKT	2M	29K	–
ISHARES INC	MSCI EMRG CHN	1M	17K	–
ISHARES TR	0-3 MNTH TREASRY	1M	10K	–
ISHARES TR	10-20 YR TRS ETF	1M	11K	–
ISHARES TR	20 YR TR BD ETF	832K	9K	–
ISHARES TR	CORE DIV GRWTH	273K	5K	–
ISHARES TR	CORE HIGH DV ETF	770K	7K	–
ISHARES TR	CORE MSCI EAFE	318K	4K	–
ISHARES TR	CORE MSCI TOTAL	312K	5K	–
ISHARES TR	CORE S&P MCP ETF	1M	22K	–
ISHARES TR	CORE S&P SCP ETF	4M	40K	–
ISHARES TR	CORE S&P500 ETF	16M	28K	–
ISHARES TR	CORE TOTAL USD	5M	109K	–
ISHARES TR	CORE US AGGBD ET	258K	3K	–
ISHARES TR	EAFE GRWTH ETF	3M	26K	–
ISHARES TR	EAFE VALUE ETF	992K	19K	–
ISHARES TR	HDG MSCI EAFE	499K	14K	–
ISHARES TR	IBOXX INV CP ETF	217K	2K	–
ISHARES TR	JPMORGAN USD EMG	677K	8K	–
ISHARES TR	MBS ETF	2M	17K	–
ISHARES TR	MSCI EAFE MIN VL	3M	47K	–
ISHARES TR	MSCI INDIA ETF	344K	6K	–
ISHARES TR	MSCI KLD400 SOC	306K	3K	–
ISHARES TR	MSCI USA MIN VOL	4M	50K	–
ISHARES TR	MSCI USA QLT FCT	3M	20K	–
ISHARES TR	NATIONAL MUN ETF	247K	2K	–
ISHARES TR	RUS 1000 GRW ETF	952K	3K	–
ISHARES TR	S&P 500 GRWT ETF	4M	47K	–
ISHARES TR	S&P 500 VAL ETF	2M	10K	–
ISHARES TR	SELECT DIVID ETF	235K	2K	–
ISHARES TR	U.S. TECH ETF	1M	10K	–
ISHARES TR	US INFRASTRUC	321K	8K	–
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	450K	6K	–
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	452K	8K	–
J P MORGAN EXCHANGE TRADED F	ACTIVEBLDRS EMER	304K	8K	–
J P MORGAN EXCHANGE TRADED F	BETABUILDERS I	751K	13K	–
J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	317K	7K	–
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	2M	24K	–
J P MORGAN EXCHANGE TRADED F	BETABULDRS JAPAN	829K	15K	–
J P MORGAN EXCHANGE TRADED F	DIVERSFED RTRN	4M	47K	–
J P MORGAN EXCHANGE TRADED F	GLOBAL SEL EQUIT	681K	11K	–
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	359K	6K	–
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	234K	4K	–
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	355K	7K	–
JOHNSON & JOHNSON	COM	352K	2K	–
JPMORGAN CHASE & CO.	COM	1M	5K	–
LENNAR CORP	CL A	337K	2K	–
LIGHTWAVE LOGIC INC	COM	31K	10K	–
LOCKHEED MARTIN CORP	COM	567K	1K	–
MCDONALDS CORP	COM	353K	1K	–
MEDICAL PPTYS TRUST INC	COM	46K	11K	–
MERCK & CO INC	COM	426K	3K	–
META PLATFORMS INC	CL A	2M	4K	–
MICROSOFT CORP	COM	6M	14K	–
NEXTERA ENERGY INC	COM	382K	5K	–
NUSHARES ETF TR	NUVEEN ESG LRGVL	1M	29K	–
NVIDIA CORPORATION	COM	3M	21K	–
PACER FDS TR	PACER US SMALL	280K	6K	–
PACER FDS TR	TRENDP US LAR CP	246K	5K	–
PACER FDS TR	US CASH COWS 100	627K	12K	–
PACKAGING CORP AMER	COM	210K	1K	–
PEPSICO INC	COM	975K	6K	–
PFIZER INC	COM	201K	7K	–
PGIM ETF TR	PGIM ULTRA SH BD	1M	21K	–
PIMCO DYNAMIC INCOME FD	SHS	230K	12K	–
POWERSHARES ACTIVELY MANAGED	ULTRA SHRT DUR	716K	14K	–
PROCTER AND GAMBLE CO	COM	367K	2K	–
QUALCOMM INC	COM	670K	3K	–
RBB FD INC	US TRSRY 6 MNTH	994K	20K	–
RTX CORPORATION	COM	458K	5K	–
SALESFORCE INC	COM	203K	789	–
SCHLUMBERGER LTD	COM STK	278K	6K	–
SCHWAB STRATEGIC TR	SHT TM US TRES	1M	27K	–
SELECT SECTOR SPDR TR	COMMUNICATION	697K	8K	–
SELECT SECTOR SPDR TR	ENERGY	448K	5K	–
SELECT SECTOR SPDR TR	SBI CONS DISCR	215K	1K	–
SELECT SECTOR SPDR TR	SBI CONS STPLS	301K	4K	–
SELECT SECTOR SPDR TR	SBI HEALTHCARE	420K	3K	–
SELECT SECTOR SPDR TR	SBI INT-UTILS	204K	3K	–
SELECT SECTOR SPDR TR	TECHNOLOGY	398K	2K	–
SHELL PLC	SPON ADS	311K	4K	–
SKYWORKS SOLUTIONS INC	COM	702K	7K	–
SPDR GOLD TR	GOLD SHS	1M	5K	–
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	634K	18K	–
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	229K	6K	–
SPDR S&P 500 ETF TR	TR UNIT	15M	28K	–
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	241K	450	–
SPDR SER TR	AEROSPACE DEF	234K	2K	–
SPDR SER TR	PORTFLI INTRMDIT	2M	58K	–
SPDR SER TR	PORTFOLI S&P1500	400K	6K	–
SPDR SER TR	PORTFOLIO AGRGTE	6M	220K	–
SPDR SER TR	PORTFOLIO INTRMD	2M	67K	–
SPDR SER TR	PORTFOLIO S&P400	745K	15K	–
SPDR SER TR	PORTFOLIO S&P500	2M	37K	–
SPDR SER TR	PORTFOLIO S&P600	3M	70K	–
SPDR SER TR	PRTFLO S&P500 GW	2M	26K	–
SPDR SER TR	PRTFLO S&P500 HI	2M	42K	–
SPDR SER TR	PRTFLO S&P500 VL	5M	104K	–
SPDR SER TR	S&P HOMEBUILD	432K	4K	–
SPDR SER TR	S&P SEMICNDCTR	241K	973	–
SPDR SER TR	S&P1500MOMTILT	577K	2K	–
SSGA ACTIVE ETF TR	SPDR TR TACTIC	1M	34K	–
TARGET CORP	COM	226K	2K	–
TESLA INC	COM	937K	5K	–
TRACTOR SUPPLY CO	COM	216K	800	–
UNDER ARMOUR INC	CL C	124K	19K	–
UNITEDHEALTH GROUP INC	COM	617K	1K	–
VANECK ETF TRUST	MRNGSTR WDE MOAT	294K	3K	–
VANECK ETF TRUST	SEMICONDUCTR ETF	832K	3K	–
VANGUARD BD INDEX FDS	TOTAL BND MRKT	2M	24K	–
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	715K	15K	–
VANGUARD INDEX FDS	GROWTH ETF	313K	837	–
VANGUARD INDEX FDS	S&P 500 ETF SHS	891K	2K	–
VANGUARD INDEX FDS	TOTAL STK MKT	4M	14K	–
VANGUARD INDEX FDS	VALUE ETF	2M	13K	–
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	1M	23K	–
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	480K	11K	–
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	330K	4K	–
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	1M	8K	–
VANGUARD STAR FDS	VG TL INTL STK F	2M	35K	–
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	473K	10K	–
VANGUARD WHITEHALL FDS	HIGH DIV YLD	1M	9K	–
VANGUARD WHITEHALL FDS	INTL HIGH ETF	342K	5K	–
VANGUARD WORLD FD	INF TECH ETF	842K	1K	–
VANGUARD WORLD FD	MEGA GRWTH IND	1M	3K	–
VERIZON COMMUNICATIONS INC	COM	361K	9K	–
VISA INC	COM CL A	355K	1K	–
WALMART INC	COM	266K	4K	–
WILLIAMS SONOMA INC	COM	424K	2K	–
WISDOMTREE TR	EMER MKT HIGH FD	369K	9K	–
WISDOMTREE TR	FLOATNG RAT TREA	2M	36K	–
WISDOMTREE TR	INDIA ERNGS FD	294K	6K	–
WISDOMTREE TR	INTL QULTY DIV	268K	7K	–
WISDOMTREE TR	US MIDCAP DIVID	213K	5K	–
WISDOMTREE TR	US QTLY DIV GRT	2M	22K	–
WISDOMTREE TR	US TOTAL DIVIDND	613K	9K	–
WISDOMTREE TR	YIELD ENHANCD US	458K	11K	–
XCEL ENERGY INC	COM	236K	4K	–