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 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
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.