Jeffrey Haines
Jeffrey Haines is a registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 30 years of industry experience. Jeffrey 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 (2)
Employment Separation After Allegations
August 2023Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Jeffrey sells term life, whole life, and fixed annuities through Gateway Financial Partners. He also dedicates full-time hours to Gateway Financial Partners LLC (DBA for LPL business) and Gateway Wealth Partners, LLC as an Investment Advisor Representative.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations16 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.