Mcfaddin Moise
Mcfaddin Moise is a CFP, ChFC-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 42 years of industry experience. Mcfaddin 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
Get directionsHistory
Regulatory History (1)
Regulatory
April 2002Other Business ActivitiesSells Insurance
Mcfaddin is affiliated with multiple entities, including Gateway Financial Partners, Bud Krater and Associates Inc, Moise Advisory Group Inc, and LPL Financial, LLC. He is also a licensed tax preparer and provides investment advisory services through Gateway Wealth Partners LLC, dedicating a full-time effort to tax preparation and his role as a registered representative with LPL Financial, and about a quarter of his time to Gateway Financial Partners and Gateway Wealth Partners LLC.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
World Choice Securities, INC.Broker
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Financial Services INC.Broker
State Registrations4 states
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.