AW
AW

Andrea Lee Wolfe

18 Years of Experience
BrokerSells Insurance
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

Niantic, CT

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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 ActivitiesSells Insurance

Andrea operates her LPL business through Gateway Financial Partners and dedicates full-time hours to it. She also engages in non-variable insurance activities through Gateway Financial Partners, spending minimal time on it, and provides investment advisory services through Gateway Wealth Partners LLC, dedicating full-time hours to it.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
March 2024 - Present · 1 yr 11 mos
LPL Financial LLCBroker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2018 - March 2024 · 5 yrs 11 mos
Conscious Capital Wealth Management, LLC
March 2016 - May 2024 · 8 yrs 2 mos
J.W. Cole Financial, INC.Broker
March 2016 - May 2018 · 2 yrs 2 mos
J. W. Cole Advisors, INC.
March 2016 - March 2016 · 0 mos
National Planning Corporation ("npc of America" in Fl & Ny)
November 2013 - March 2016 · 2 yrs 4 mos
National Planning CorporationBroker
November 2013 - March 2016 · 2 yrs 4 mos
Waddell & Reed
December 2012 - November 2013 · 11 mos
Waddell & Reed, INC.Broker
December 2012 - November 2013 · 11 mos
Cco Investment Services CORP.Broker
June 2007 - December 2012 · 5 yrs 6 mos
CUNA Brokerage Services, INC.Broker
February 2007 - June 2007 · 4 mos
State Registrations6 states
CTFLNCNYRIVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.