Jill
Batley
Gateway Wealth Partners, LLC
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About this Advisor
Jill Batley is a financial advisor who works out of Appleton, Wisconsin who has 1 year of industry experience. Batley is on the advisory team at Gateway Wealth Partners, LLC. During their career, the advisor has held roles at Lpl Financial LLC, Advisors' Pride, Paul R. Hoffman & Company and Gateway Wealth Partners, LLC. Batley maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in Wisconsin. Gateway Wealth Partners, LLC is a registered investment company headquartered in Appleton, WI. The investment advisory business has offices in 23 locations and a total of 38 advisors. It handles $1 billion in assets between its 6,080 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves 29 charitable organizations. Of its 6,080 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. Gateway Wealth Partners, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees billed by Gateway Wealth Partners, LLC may include 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
Jill Batley Work History
Jill has been registered as a financial advisor for 1 years.*
Gateway Wealth Partners, LLC
Lpl Financial LLC
Paul R. Hoffman & Company
Advisors' Pride
*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 Jill Batley 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
Glastonbury, CT
Eau Claire, WI
Appleton, WI
Minneapolis, MN
Appleton, WI
Rifle, CO
Wausau, 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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