Troy Jordan
Troy Jordan is a registered investment advisor at Gateway Wealth Partners, LLC, based in Appleton, WI, with 50 years of industry experience. Troy 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Troy has a business entity, Mercury Wealth Management, for tax/investment purposes. He also sells fixed annuities and life insurance, and provides investment advisory services through Gateway Wealth Partners, LLC, dedicating about half his time to the latter.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cantella & CO., INC.
Cantella & CO., INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Moors & Cabot, INC.Broker
North American Investment CORP.Broker
Moseley, Hallgarten, Estabrook & Weeden, INC.Broker
Moseley, Hallgarten & Estabrook INCBroker
State Registrations6 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.