Andrew Klein

from Gateway Wealth Partners, LLC
SEC regulated
Regulated Investment Advisor
Andrew Klein is a financial advisor based in Wisconsin, Appleton, with 15 years of experience. Andrew currently works for Gateway Wealth Partners, LLC. Andrew maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Andrew Klein works at Gateway Wealth Partners, LLC
Gateway Wealth Partners, LLC is a financial advisory firm based in Appleton, Wisconsin. It currently has approximately $1,049,081,138 of assets under management and employs about 38 people. Gateway Wealth Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
100 W. Lawrence Street, Suite 304, Appleton, Wisconsin, 54911

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