TJ
Troy Jordan
from Gateway Wealth Partners, LLC
Troy Jordan is a financial advisor based in Wisconsin, Appleton,
with 40 years of experience. Troy currently works for
Gateway Wealth Partners, LLC.
Troy maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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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Troy Jordan 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 Investment Adviser Law Examination (S65)
Years registered
31 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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