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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Location
121 Mill Street, Eagle River, WI, 54521
Get directionsHistory
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.
Exams
More Advisors
- Maxwell Wolosyn, CFPEdward Jones