TW
Thomas Wittkopf
from Gateway Wealth Partners, LLC
Thomas Wittkopf is a financial advisor based in Wisconsin, Appleton,
with 28 years of experience. Thomas currently works for
Gateway Wealth Partners, LLC.
Thomas maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (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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Thomas Wittkopf 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 Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
17 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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