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Bon Bounkeuat Keomany

Gateway Wealth Partners, LLC

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About Bon Bounkeuat Keomany

Bon Bounkeuat Keomany is a financial advisor with over 18 years of experience in the industry. Bon is registered with Gateway Wealth Partners, LLC and is licensed to offer investment advice in Wisconsin. Bon has a strong track record of providing personalized financial planning and portfolio management services to individuals, families, and businesses. Bon holds the Series 7, Series 63, and Series 65 licenses. Bon has worked with Raymond James Financial Services, Inc., AMCORE INVESTMENT SERVICES, INC, and Edward Jones.

Firm Information

Bon Keomany is currently registered with Gateway Wealth Partners, LLC. Gateway Wealth Partners, LLC is a financial advisory firm located in Appleton, WI. The firm provides financial planning, pension consulting, and portfolio management for individuals, corporations, and charitable organizations. They manage approximately $891.6 million in assets for 3,968 accounts. The firm has 49 licensed agents and 51 investment advisory professionals. They also offer a wrap fee program.
Gateway Wealth Partners, LLC

100 W. LAWRENCE STREET

APPLETON, WI 54911

$891.58M

Assets Under Management

70

Total Clients

48

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bon Keomany’s Registration & Firm History

WI

06/22/2023 - Present

Gateway Wealth Partners, LLC (APPLETON WI)

IL

03/26/2010 - 06/22/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (STERLING IL)

IL

04/24/2009 - 03/30/2010

AMCORE INVESTMENT SERVICES, INC (STERLING IL)

WI

07/07/2005 - 04/15/2009

EDWARD JONES (NEENAH WI)

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Licenses & Designations

IA

Issued 06/17/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bon Bounkeuat Keomany.
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