AL
CFP
AL
CFP

Adam Scott Login

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
4,121 clients
Average Client Portfolio
$303K average
Assets Under Management
$1.2B

Fee Structure

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Location

100 W. Lawrence Street, Suite 304, Appleton, WI, 54911

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Adam is affiliated with Gateway Financial Partners LLC as a DBA for his LPL business, dedicating full-time hours. He also provides investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm, also dedicating full-time hours.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
February 2025 - Present · 1 yr
LPL Financial LLCBroker
February 2025 - Present · 1 yr
Previous Registrations
Prudential Annuities Distributors, INCBroker
April 2020 - January 2025 · 4 yrs 9 mos
Pruco Securities, LLC.Broker
January 2013 - April 2020 · 7 yrs 3 mos
Hartford Equity Sales Company INC.Broker
August 2012 - January 2013 · 5 mos
Prudential Investment Management Services LLCBroker
May 2011 - August 2012 · 1 yr 3 mos
Uvest Financial Services Group, INC.Broker
October 2007 - October 2010 · 3 yrs
Nylife Securities LLCBroker
April 2007 - October 2007 · 6 mos
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.