Scott Kinderman
Scott Kinderman is a registered investment advisor at Gateway Wealth Partners, LLC, based in Eau Claire, WI, with 35 years of industry experience. Scott 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
2115 East Clairemont Ave, Eau Claire, WI, 54701
Get directionsHistory
Regulatory History (2)
Regulatory
December 2003Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Scott owns and manages rental property through Clearwater Property Management LLC since 2003. He also operates under the DBA Premier Financial and sells property, casualty, and fixed insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Linsco/private Ledger CORP.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations6 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.