Brent Kimball
Brent Kimball is a CFP, ChFC-designated registered investment advisor at Gateway Wealth Partners, LLC, based in North Hampton, NH, with 40 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Location
North Hampton, NH
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent is involved with Gateway Financial Partners as a DBA for LPL business and as an owner of non-variable insurance, dedicating minimal time to each. He also provides investment advisory services through Gateway Wealth Partners, spending about half of his time on this activity, and serves as a board member for ALEX'S TEAM FOUNDATION.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Gwn Securities INC.
Gwn Securities INC.Broker
Lincoln Investment Planning, INC
Lincoln InvestmentBroker
Great American Advisors, INC.Broker
Great American Advisors, INC.
Esi Financial Advisors
Equity Services, INC.Broker
Great American Advisors, INC.
Great American Advisors, INC.Broker
Berkshire Equity Sales, INC.Broker
Sun Investment Services CompanyBroker
State Registrations7 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.
Exams
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