Steven Lautenschlager
Steven Lautenschlager is a CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Oshkosh, WI, with 25 years of industry experience. Steven 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
Oshkosh, WI
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Regulatory History
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.
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Steven provides advisory services through Engels & Lautenschlager Financial Services, dedicating about 10-20% of his time to this investment-related activity.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Securities America, INC.Broker
State Registrations4 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.