Todd
Kuen
Gateway Wealth Partners, LLC
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About this Advisor
Todd Kuen is a financial advisor based in Appleton, Wisconsin, working with Gateway Wealth Partners, LLC. Todd has previously held positions at F3 Logic, LLC, Independent Financial Group, Lpl Financial, LLC, Gateway Wealth Partners, LLC, Sii Investments, Inc, and Investment Centers Of America. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Todd is part of Gateway Wealth Partners, LLC, which operates out of Appleton, 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
Services Offered
Fee Structure
Office Location
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Gateway Wealth Partners, LLC Brokerage Details
$891,580,271
80
3,968
$224,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Todd Kuen Work History
Lpl Financial, LLC
Gateway Wealth Partners, LLC
Independent Financial Group
F3 Logic, LLC
F3 Logic, LLC
Sii Investments, Inc
Investment Centers Of America
Disclosures
Please visit the SEC profile of Todd Kuen 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
Glastonbury, CT
Appleton, WI
Appleton, WI
Niantic, CT
Appleton, WI
Old Saybrook, CT
Appleton, WI
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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