BS
BS

Brandon Slowiak

3 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

1124 Merrill Ave, B, Wausau, WI, 54401

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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

Brandon provides investment advisory services through Integrated Wealth Partners and Gateway Wealth Partners, independent investment advisor firms, dedicating nearly full-time hours to these activities. These firms are separate from and independent of LPL Financial.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
October 2022 - Present · 3 yrs 4 mos
LPL Financial LLCBroker
July 2022 - Present · 3 yrs 7 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.