Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Landsverk is a financial advisor with Gateway Wealth Partners, LLC, based in Appleton, WI. Bart has been working in the financial services industry since 2012. Bart provides financial planning, pension consulting, and portfolio management for individuals and businesses. Bart holds the Series 7, Series 6, Series 63, and Series 65 licenses, and is registered to provide investment advice in 10 states. Bart previously worked for LPL Financial LLC, The Huntington Investment Company, and Metlife Securities Inc. In addition to working with Gateway Wealth Partners, LLC, Bart is also the owner of Provisions Wealth Planners.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
10/06/2022 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
WI
02/01/2017 - 03/04/2019
THE HUNTINGTON INVESTMENT COMPANY (KAUKAUNA WI)
WI
03/21/2016 - 02/01/2017
LPL FINANCIAL LLC (OMRO WI)
WI
12/20/2011 - 06/23/2015
METLIFE SECURITIES INC. (DE PERE WI)
IA
Issued 08/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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