Robert Barthen
Robert Barthen is a registered investment advisor at Gateway Wealth Partners, LLC, based in Eau Claire, WI, with 32 years of industry experience. Robert 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
Eau Claire, WI
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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
Robert operates Barthen Insurance Services as a sole proprietorship, selling and servicing Medicare clients, life insurance, and fixed annuities, dedicating about 10-20% of his time to investment-related sales and service and about a quarter of his time to Medicare and life insurance sales. He also serves as a board member for the Seymour Ball Club, dedicating minimal time.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Questar Capital CorporationBroker
Cambridge Investment Research, INC.Broker
Princor Financial Services CorporationBroker
Metlife Securities INC.Broker
Lasalle St Securities, L.L.C.Broker
Linsco/private Ledger CORP.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.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.