Andrew
Klein
Gateway Wealth Partners, LLC
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About this Advisor
Andrew Klein is a financial advisor operating in Madison, Wisconsin who has 1 year of relevant experience. Klein is currently employed by Gateway Wealth Partners, LLC. Throughout their career, they have worked at Mass Mutual Life Insurance Company, Mml Investors Services, Good Karma Broadcasting/Espn Madison, Lpl Financial LLC, Advisors' Pride Inc and Gateway Financial Partners, LLC. Klein maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Wisconsin. Gateway Wealth Partners, LLC is an advisory firm based out of Appleton, WI. It has offices in 23 locations and a total of 38 people on staff. It oversees $1 billion in assets under management across its 6,080 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises 29 charities and foundations. Of its 6,080 accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets. Gateway Wealth Partners, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which service is offered. Fee types charged by Gateway Wealth Partners, LLC likely consist of some blend 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
Andrew Klein Work History
Andrew has been registered as a financial advisor for 1 years.*
Gateway Financial Partners, LLC
Lpl Financial LLC
Advisors' Pride Inc
Mass Mutual Life Insurance Company
Mml Investors Services
Good Karma Broadcasting/Espn Madison
*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 Andrew Klein 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
Wausau, WI
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Minneapolis, MN
Appleton, WI
Lakeville, MN
Appleton, WI
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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