BK
BK

Bon Bounkeuat Keomany

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
4,121 clients
Average Client Portfolio
$303K average
Assets Under Management
$1.2B

Fee Structure

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Location

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

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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

Bon owns rental real estate in Florida and Colorado, dedicating minimal time to each. He also works full-time as an Investment Advisor Representative (IAR) for Gateway Wealth Partners, LLC, providing investment advisory services.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
June 2023 - Present · 2 yrs 8 mos
LPL Financial LLCBroker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2011 - June 2023 · 12 yrs
Raymond James Financial Services, INC.Broker
March 2010 - June 2023 · 13 yrs 3 mos
Amcore Investment Services, INCBroker
April 2009 - March 2010 · 11 mos
Edward Jones
October 2005 - April 2009 · 3 yrs 6 mos
Edward JonesBroker
July 2005 - April 2009 · 3 yrs 9 mos
State Registrations13 states
AZCACOFLIAILMNMTOHOKORVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.