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Robert Aikins

Gateway Wealth Partners, LLC
17 Years of Experience
Green Bay, WI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Robert Aikins is a registered investment advisor at Gateway Wealth Partners, LLC, based in Green Bay, WI, with 17 years of industry experience. Robert 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
104 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
—
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Location

Green Bay, WI

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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
July 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an investment advisor representative (IAR) through Gateway Wealth Partners LLC, spending nearly all of his time on this. He also sells insurance products, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
April 2023 - Present · 3 yrs 6 mos
LPL Financial LLCBroker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - April 2023 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2019 - April 2023 · 3 yrs 9 mos
J.P. Morgan Securities LLC
April 2015 - July 2019 · 4 yrs 3 mos
J.P. Morgan Securities LLCBroker
April 2015 - July 2019 · 4 yrs 3 mos
Wells Fargo Advisors, LLC
June 2014 - April 2015 · 10 mos
Wells Fargo Advisors, LLCBroker
May 2014 - April 2015 · 11 mos
J.P. Morgan Securities LLC
October 2012 - June 2014 · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2014 · 1 yr 8 mos
Chase Investment Services CORP.
June 2012 - October 2012 · 4 mos
Chase Investment Services CORP.Broker
June 2012 - October 2012 · 4 mos
Charles Schwab & CO., INC.
November 2008 - June 2012 · 3 yrs 7 mos
Charles Schwab & CO., INC.Broker
November 2008 - June 2012 · 3 yrs 7 mos
State Registrations8 states
ALCAFLINMIMNNYWI
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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