Jeanann
Kramer
Gateway Wealth Partners, LLC
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About this Advisor
Jeanann Kramer is a financial advisor operating in Appleton, Wisconsin who has 1 year of relevant experience. Kramer is on the advisory team at Gateway Wealth Partners, LLC. Throughout their career, they have worked at Sii Investments, Edward Jones, Lpl Financial, LLC, Advisors' Pride, Gateway Wealth Partners, LLC, Community First Credit Union and Cuso Financial Services Lp. Kramer holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Wisconsin. Gateway Wealth Partners, LLC is a financial advisory firm that has its headquarters in Appleton, WI. The investment advisory business has offices in 23 locations and a total of 38 employees. It has $1 billion in assets under management across its 6,080 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises 29 charitable organizations. Of its 6,080 customer accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. The business offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on the type of financial services offered. However, fees charged by Gateway Wealth Partners, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gateway Wealth Partners, LLC Brokerage Details
$1,151,846,016
38
6,080
$189,448
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeanann Kramer Work History
Jeanann has been registered as a financial advisor for 1 years.*
Gateway Wealth Partners, LLC
Lpl Financial, LLC
Advisors' Pride
Edward Jones
Community First Credit Union
Cuso Financial Services Lp
Sii Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeanann Kramer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gateway Wealth Partners, LLC
Appleton, WI
Rifle, CO
Lakeville, MN
Appleton, WI
Appleton, WI
Wausau, WI
Eau Claire, WI
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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