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Mark Reichow

23 Years of Experience
Lakeville, MN
Broker

Mark Reichow is a registered investment advisor at Gateway Wealth Partners, LLC, based in Lakeville, MN, with 23 years of industry experience. Mark 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
90 advisors
Number of Clients
4,121 clients
Average Client Portfolio
$303K average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

20520 Keokuk Avenue, Suite 130, Lakeville, MN, 55044

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Mark is involved with several investment-related businesses, including Union Retirement Alliance, Advisor's Pride, Infinity Wealth Alliance, and Gateway Wealth Partners LLC. These activities collectively consume a significant amount of Mark's time, likely exceeding full-time hours.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
October 2022 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Advisors' Pride INC.
February 2017 - December 2022 · 5 yrs 10 mos
Great Valley Advisor Group, INC.
May 2014 - December 2015 · 1 yr 7 mos
LPL Financial LLC
January 2014 - May 2017 · 3 yrs 4 mos
Princor Financial Services CorporationBroker
June 2002 - April 2012 · 9 yrs 10 mos
State Registrations5 states
AZCAIDMNWI
AdvisorBrokerBoth

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
No exam information available for this advisor.