David Wood is a registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 37 years of industry experience. David 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
100 W. Lawrence Street, Suite 304, Appleton, WI, 54911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is involved in several business activities, including DBAs for LPL business, advertising and marketing services, and real estate rental. He dedicates a full-time commitment to providing investment advisory services through Gateway Wealth Partners, LLC.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Advisors' Pride INC.
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Buell Securities CORP.Broker
Fechtor, Detwiler & CO., INC.Broker
State Registrations53 states
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