Philip Weisbach
Philip Weisbach is a CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 20 years of industry experience. Philip 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
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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Philip operates his LPL business under the DBA Gateway Financial Partners LLC and dedicates full-time hours to it. He also provides investment advisory services through Gateway Wealth Partners LLC, an independent investment advisor firm, dedicating full-time hours to this activity as well.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Harbour Investments, INC.
Harbour Investments, INC.Broker
National Planning CorporationBroker
Invest Financial CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Invest Financial Corporation
Investment Centers of America, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Investment Centers of America, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations33 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.