Jeanann Kramer
Jeanann Kramer is a registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 20 years of industry experience. Jeanann 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
100 W. Lawrence Street, Suite 304, Appleton, WI, 54911
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Regulatory History (1)
Customer Dispute
March 2020Other 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
LPL Financial LLCBroker
Previous Registrations
Advisors' Pride INC.
Edward Jones
Edward JonesBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Sii Investments, INC.Broker
Investment Centers of America, INC.
Sii Investments, INC.
Investment Centers of America, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Edward JonesBroker
State Registrations11 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.