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Gateway Financial Partners Welcomes Newest Financial Advisor, Sara Putz

Gateway Financial Partners is delighted to announce the welcome of Sara Putz, newest financial advisor residing in Paddock Lake, WI. Specializing in retirement income planning and pre-retirement portfolio management, Sara brings an exceptional twenty years of asset management experience, particularly for high-net-worth individuals. Embodying a philosophy of meticulous preparation, Sara adopts the guiding principle: “Prepare […]

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Gateway Financial Partners Announces Jayne Deutmeyer as Newest Independent Financial Advisor

In a significant enhancement to the team, Gateway Financial Partners is delighted to welcome Jayne Deutmeyer, a financial advisor formerly with Bankers Bank out of Wisconsin. This move is a mark of Jayne’s success in the space and a reflection of Gateway’s commitment to attracting and empowering top talent within the guided independent financial advisory

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Strategic Growth: Mike Rickett’s New Role at Gateway Financial

Gateway Financial Partners is delighted to welcome Mike Rickett, a forward-thinking financial advisor with a passion for investment management, to their expanding team. Rickett, who has made a name for himself in the independent advisory space, chose Gateway for its robust support structure. After spearheading his own successful RIA, Rickett recognized the transformative potential of

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Gateway Financial Partners Welcomes BACK Two Successful Financial Advisors, Showcasing a Unique Career Journey and Elevated Service Offerings

Gateway Financial Partners proudly announces the return of Charles Fetters and Andrea Wolfe, marking a rare career move in the financial advisory landscape. Chuck and Andrea have been a successful team for many years, and utilized Gateway’s service offerings in years past. Their decision to return after 10 years away exemplifies the unparalleled support and

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Gateway Financial Partners Strengthening Ties with Advisors & Team Members Through Equity Alignment

Gateway Financial Partners demonstrates their steadfast commitment to empowering independent financial advisors and team members by aligning the equity interest with 50 of their financial advisors and team members. This new arrangement, known as the Gateway Growth Partnership, allows advisors to secure profit interest in the company, while Gateway invests in the advisors’ independent practices,

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Gateway Financial Partners Appoints Jill Batley as firm’s President

Gateway Financial Partners is pleased to announce the appointment of Jill Batley as the firm’s President. Batley, who formerly served as Chief Compliance Officer helping to guide the firm’s strategy for corporate development, has 35 years of leadership experience in compliance, operations, and advisor relations. “Leadership drives culture,” says David Wood, Founder and CVO. “We

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Old Gateway Office

Gateway Financial Partners Acquires Wisconsin Based Advisors’ Pride

Glastonbury, Connecticut based Gateway Financial Partners announces the acquisition of Appleton, Wisconsin based Advisors’ Pride, a registered investment advisory firm and LPL Large Enterprise. Advisors’ Pride advisors have $1.3 billion in AUM. The LPL advisors at Advisors’ Pride and Gateway Financial Partners have a combined $4 billion in AUM and $3.2 billion in brokerageassets at

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