Justin Dumke
Justin Dumke is a registered investment advisor at Gateway Wealth Partners, LLC, based in Germantown, WI, with 26 years of industry experience. Justin 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
W193N10975 Kleinmann Drive, Germantown, WI, 53022
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2014Other Business Activities
Justin operates Financial Resource Services as a DBA for his LPL business and provides investment advisory services through Advisors' Pride Inc. and Gateway Wealth Partners, both Registered Investment Advisor Hybrids. These activities collectively take nearly full-time hours.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Advisors' Pride INC.
Granite Financial Group
LPL Financial LLC
Sii Investments, INC.
Sii Investments, INC.Broker
Capital Financial Services, INC.Broker
Sii Investments, INC.Broker
State Registrations14 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
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