Thomas Wittkopf
Thomas Wittkopf is a registered investment advisor at Gateway Wealth Partners, LLC, based in Eagle River, WI, with 27 years of industry experience. Thomas 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
121 Mill Street, Eagle River, WI, 54521
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Regulatory History (1)
Customer Dispute
February 2025Other Business ActivitiesSells Insurance
Thomas is affiliated with Gateway Financial Partners, LLC for his LPL business and non-variable insurance activities, and Gateway Wealth Partners, LLC as an investment advisor representative. He also serves as President & CEO and Chairman of the Board for Great North Bank, and owns Witt Guns & Ammo; these activities require varying time commitments, from minimal to about half his time.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Harbour Investments, INC.Broker
Wma Securities, INC.Broker
State Registrations5 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.