Justin
Zoromski
Gateway Wealth Partners, LLC
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About this Advisor
Justin Zoromski is a financial advisor operating out of Eau Claire, Wisconsin, with 1 year of relevant experience. Zoromski is on the advisory team at Gateway Wealth Partners, LLC. Their career trajectory has included roles at Principal Life Ins Co, Princor Financial Services Corp, Woita & Associates, Diamond Financial Partners, Lpl Financial, LLC, Great Valley Advisor Group, Inc and Advisors' Pride Inc. Zoromski holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. Gateway Wealth Partners, LLC is a financial advisory business operating out of Appleton, WI. The investment advisory business 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, making it one of the larger financial advisory firms in the country by assets under management. The firm advises 29 charities and foundations. Of its 6,080 customer accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company 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 vary depending on which services the firm provides the client. However, 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
Justin Zoromski Work History
Justin has been registered as a financial advisor for 1 years.*
Advisors' Pride Inc
Lpl Financial, LLC
Diamond Financial Partners
Great Valley Advisor Group, Inc
Woita & Associates
Principal Life Ins Co
Princor Financial Services Corp
*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 Justin Zoromski 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
Appleton, WI
Appleton, WI
Appleton, WI
Wausau, WI
Minneapolis, MN
Eau Claire, 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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