CFA · CFP

Christopher Mccaman

22 Years of Experience

1 DisclosureBroker

Christopher Mccaman is a CFA, CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Port Washington, WI, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,121 clients with $1.2B in assets under management.

Gateway Wealth Partners, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

90 advisors

Number of Clients

4,121 clients

Average Client Portfolio

$303K average

Assets Under Management

$1.2B

Fee Structure

Planning is included in investment management (also available separately)

Gateway Wealth charges an annual fee based on the amount of your investments they manage. This fee can be up to 2.00% per year, depending on the size and composition of your portfolio, the services you receive, and who provides the services. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may negotiate a lower fee based on factors like future earning potential or the amount of assets managed.

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Location

206 E Pier St, Port Washington, WI, 53074

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

May 2003

Final

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Other Business Activities

Christopher is involved in several business activities, including Del Mar Strategic Partners LLC (tax/investment purposes), Miller and Mecoli LLC (real estate rental with minimal involvement), Gateway Financial Partners (DBA for LPL business), and Gateway Wealth Partners LLC (Registered Investment Advisor). He dedicates full-time hours to Gateway Financial Partners and Gateway Wealth Partners LLC.

Employment History

Current Registrations

Gateway Wealth Partners, LLC

November 2022 - Present · 3 yrs 5 mos

LPL Financial LLC

August 2018 - Present · 7 yrs 8 mos

LPL Financial LLCBroker

August 2018 - Present · 7 yrs 8 mos

Previous Registrations

Raymond James Financial Services Advisors, INC

March 2016 - August 2018 · 2 yrs 5 mos

Raymond James Financial Services, INC.Broker

March 2016 - August 2018 · 2 yrs 5 mos

Capital Wealth Advisors, LTD.

September 2013 - September 2014 · 1 yr

Del Mar Wealth Management, LLC

October 2012 - April 2016 · 3 yrs 6 mos

J.P. Morgan Securities LLC

October 2012 - October 2012 · 0 mos

J.P. Morgan Securities LLCBroker

October 2012 - October 2012 · 0 mos

Chase Investment Services CORP.

April 2010 - October 2012 · 2 yrs 6 mos

Chase Investment Services CORP.Broker

March 2009 - October 2012 · 3 yrs 7 mos

Stratus Capital Management, LLC

July 2000 - December 2005 · 5 yrs 5 mos

First Investors CorporationBroker

February 1987 - August 1987 · 6 mos

State Registrations10 states

AZCAFLILMAMDNMPAWAWI

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.