Appleton, WI — Gateway Financial Partners is pleased to announce that Todd Holden has joined the firm as its newest independent financial advisor, bringing over two decades of experience serving individuals, families, and business owners throughout Wisconsin and beyond.
For more than 20 years, Todd has focused on helping clients organize their financial lives with clarity and confidence. Whether supporting retirees navigating income needs or guiding business owners through succession planning, Todd’s comprehensive approach aims to address the financial questions that matter most to his clients. His focus on long-term relationships and thoughtful planning aligns with Gateway’s mission of providing independent advisors with the resources and support they need to put clients first.
Based in Appleton, Wisconsin, Todd works with a wide range of individuals, including retirees looking to make their savings last, business owners planning for the future, and families seeking financial clarity. With an emphasis on education and understanding, Todd strives to help clients feel informed and in control of their financial decisions, from investment strategies to insurance coverage and everything in between.
“We are thrilled to welcome Todd to the Gateway family,” said David Wood, Founder and Chief Visionary Officer at Gateway Financial Partners. “His dedication to creating lasting relationships and his commitment to providing thoughtful guidance embody the values we look for in our advisors. We’re excited to support Todd as he continues to grow his practice and serve his clients.”
Prospective clients and partners are encouraged to visit Gateway Financial Partners’ website or contact Todd directly to learn more.
Contact:
Todd Holden
LPL Investment Advisor Representative
Phone: 608-757-0655
Email: todd.holden@mygfpartner.com
