JD
JD

Jayne Deutmeyer

28 Years of Experience
Madison, WI
BrokerSells Insurance

Jayne Deutmeyer is a registered investment advisor at Gateway Wealth Partners, LLC, based in Madison, WI, with 28 years of industry experience. Jayne 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
90 advisors
Number of Clients
4,121 clients
Average Client Portfolio
$303K average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management (also available separately)

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.

Loading...

Location

434 S Yellowstone Dr Ste 201, Madison, WI, 53719

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jayne uses Crump as an insurance broker for non-variable life, long term care and fixed annuity business, dedicating minimal time. She also spends a significant amount of time, including full-time hours, on various investment-related DBAs and consulting activities.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
May 2024 - Present · 2 yrs 2 mos
LPL Financial LLC
February 2023 - Present · 3 yrs 5 mos
LPL Financial LLCBroker
February 2003 - Present · 23 yrs 5 mos
Previous Registrations
Global Retirement Partners LLC
January 2019 - May 2024 · 5 yrs 4 mos
LPL Financial LLC
February 2003 - October 2020 · 17 yrs 8 mos
Capital Financial Services, INC.Broker
December 2000 - February 2003 · 2 yrs 2 mos
Linsco/private Ledger CORP.Broker
April 1997 - October 2000 · 3 yrs 6 mos
State Registrations5 states
FLNCRITXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.