Brandon
Slowiak

Gateway Wealth Partners, LLC

CRD#7596225
Investment Advisor
in Wausau, WI

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About this Advisor

Brandon Slowiak is a financial advisor based in Wausau, Wisconsin, working with Gateway Wealth Partners, LLC. Brandon has previously held positions at Linetec, Parker Hannifin, Wausau Tax And Accounting, Lpl Financial LLC, and Gateway Wealth Partners, LLC. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Brandon is part of Gateway Wealth Partners, LLC, which operates out of Wausau, Wisconsin. The firm has 24 offices and 80 employees. The firm manages assets totaling $891.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Gateway Wealth Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1124 Merrill Ave B
Wausau, WI 54401

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Gateway Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$891,580,271

WI Average: $2,826,565,184
Total Number of Employees

80

WI Average: 43
Total Number of Accounts

3,968

WI Average: 1,898
Average Account Size

$224,693

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Brandon Slowiak Work History

2022 - Present (2 years)

Lpl Financial LLC

2022 - Present (2 years)

Gateway Wealth Partners, LLC

2022 - 2022 (< 1 year)

Wausau Tax And Accounting

2018 - 2022 (4 years)

Linetec

2012 - 2018 (6 years)

Parker Hannifin

Disclosures

Please visit the SEC profile of Brandon Slowiak 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

Ryan Knapp
Appleton, WI
Nicholas Petronchak
Glastonbury, CT
Andrea Wolfe
Niantic, CT
Jill Batley
Appleton, WI
Mark Hand
Old Saybrook, CT
Salvatore Motta
Appleton, WI
Scott Beesley
Appleton, WI
Mcfaddin Moise
Appleton, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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