Carl
Reed
Gateway Wealth Partners, LLC
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About this Advisor
Carl Reed is a financial advisor based out of Van Wert, Ohio who has 1 year of industry experience. Reed is on the advisory team at Gateway Wealth Partners, LLC. During their career, the advisor has held roles at Mosby Woods Swim Pool, Washington Capitals, Oakton High School, Virginia Beach Parks And Rec, Ocean Lakes High School, Camp Kids Place, Lowes, James Madison University, Strategence Capital, Reed Academy, Lpl Financial, LLC, Advisors' Pride Inc and Gateway Wealth Partners, LLC. Reed has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Ohio. Gateway Wealth Partners, LLC is an advisory company headquartered in Appleton, WI. The company has offices in 23 locations and a total of 38 financial advisors. It manages $1 billion in assets across its 6,080 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises 29 charitable organizations. Of its 6,080 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. Gateway Wealth Partners, LLC performs a broad array 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 largely depend on which services are offered. However, fees charged by Gateway Wealth Partners, LLC can consist of 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
Carl Reed Work History
Carl has been registered as a financial advisor for 1 years.*
Gateway Wealth Partners, LLC
Lpl Financial, LLC
Advisors' Pride Inc
Strategence Capital
Lowes
Camp Kids Place
James Madison University
Virginia Beach Parks And Rec
Ocean Lakes High School
Mosby Woods Swim Pool
Washington Capitals
Oakton High School
Reed Academy
*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 Carl Reed 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
Minneapolis, MN
Appleton, WI
Eau Claire, WI
Lakeville, MN
Appleton, WI
Appleton, WI
Rifle, CO
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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