Charles Marion Fetters

Gateway Wealth Partners, LLC

29 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Gateway Wealth Partners, LLC

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

Location

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

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2004

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Charles is involved in several business activities. He works with Gateway Financial Partners selling non-variable insurance and as a DBA for LPL business, and is an IAR for Gateway Wealth Partners LLC. He also owns Thee Artisan Woodworker LLC and CMF Financial LLC.

Employment History

Current Registrations

Gateway Wealth Partners, LLC

March 2024 - Present · 1 yr 11 mos

LPL Financial LLCBroker

March 2024 - Present · 1 yr 11 mos

Previous Registrations

Purshe Kaplan Sterling InvestmentsBroker

April 2018 - March 2024 · 5 yrs 11 mos

Conscious Capital Wealth Management, LLC

March 2016 - April 2024 · 8 yrs 1 mo

J.W. Cole Financial, INC.Broker

March 2016 - May 2018 · 2 yrs 2 mos

J. W. Cole Advisors, INC.

March 2016 - March 2016 · 0 mos

National Planning Corporation ("npc of America" in Fl & Ny)

November 2013 - March 2016 · 2 yrs 4 mos

National Planning CorporationBroker

November 2013 - March 2016 · 2 yrs 4 mos

Waddell & Reed, INC.Broker

January 2013 - November 2013 · 10 mos

Waddell & Reed

January 2013 - November 2013 · 10 mos

Cco Investment Services CORP.

May 2007 - January 2013 · 5 yrs 8 mos

Cco Investment Services CORP.Broker

May 2007 - January 2013 · 5 yrs 8 mos

CUNA Brokerage Services, INC.

April 2001 - May 2007 · 6 yrs 1 mo

CUNA Brokerage Services, INC.Broker

January 2000 - May 2007 · 7 yrs 4 mos

People's Securities, INC.Broker

June 1998 - December 1999 · 1 yr 6 mos

Liberty Securities CorporationBroker

February 1997 - March 1998 · 1 yr 1 mo

Nationwide Advisory Services, INC.Broker

July 1996 - January 1997 · 6 mos

Metlife Securities INC.Broker

October 1995 - June 1996 · 8 mos

Metropolitan Life Insurance CompanyBroker

October 1995 - June 1996 · 8 mos

State Registrations5 states

CTFLNYPRVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.