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Jeanann Kramer

Gateway Wealth Partners, LLC
21 Years of Experience
Appleton, WI
1 DisclosureBroker
View SEC Summary
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Jeanann Kramer is a registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 21 years of industry experience. Jeanann 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.

Gateway Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
7,382 clients
Average Client Portfolio
$309K average
Assets Under Management
$2.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 W. Lawrence Street, Suite 304, Appleton, WI, 54911

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeanann is involved with several investment-related businesses, including Provisions Wealth Planners, Advisors' Pride Inc., Gateway Financial Partners LLC, and Gateway Wealth Partners, LLC. She also owns Kramer Elite Solutions, a non-investment related business, but spends no time on it.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
October 2022 - Present · 4 yrs
LPL Financial LLCBroker
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Advisors' Pride INC.
July 2020 - December 2022 · 2 yrs 5 mos
Edward Jones
April 2019 - July 2020 · 1 yr 3 mos
Edward JonesBroker
April 2019 - July 2020 · 1 yr 3 mos
Cuso Financial Services, L.P.
January 2018 - April 2019 · 1 yr 3 mos
Cuso Financial Services, L.P.Broker
January 2018 - April 2019 · 1 yr 3 mos
Sii Investments, INC.Broker
November 2010 - January 2018 · 7 yrs 2 mos
Investment Centers of America, INC.
November 2010 - January 2018 · 7 yrs 2 mos
Sii Investments, INC.
November 2010 - January 2018 · 7 yrs 2 mos
Investment Centers of America, INC.Broker
November 2010 - January 2018 · 7 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
July 2007 - October 2010 · 3 yrs 3 mos
U.S. Bancorp Investments, INC.
July 2007 - September 2009 · 2 yrs 2 mos
Edward JonesBroker
March 2005 - July 2007 · 2 yrs 4 mos
State Registrations12 states
AKAZCAFLILKYMDMNTXVAWAWI
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.
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