BL
BL

Bart Matthew Landsverk

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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

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Location

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bart sells non-variable insurance, dedicating minimal time to this activity. He also works with Gateway Financial Partners and Gateway Wealth Partners, spending about a quarter of his time on each.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
October 2022 - Present · 3 yrs 4 mos
LPL Financial LLCBroker
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Advisors' Pride INC.
March 2019 - December 2022 · 3 yrs 9 mos
The Huntington Investment CompanyBroker
February 2017 - March 2019 · 2 yrs 1 mo
Huntington Financial Advisors
February 2017 - March 2019 · 2 yrs 1 mo
LPL Financial LLC
March 2016 - February 2017 · 11 mos
LPL Financial LLCBroker
March 2016 - February 2017 · 11 mos
Metlife Securities INC.
September 2012 - June 2015 · 2 yrs 9 mos
Metlife Securities INC.Broker
December 2011 - June 2015 · 3 yrs 6 mos
State Registrations9 states
AKCOILMAMIMNNCWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.