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Brian Keith Dow

Gateway Wealth Partners, LLC

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About Brian Keith Dow

Brian Dow is a financial advisor based in Rifle, Colorado. Brian has been in the industry since September 2015 and has experience with both investment advisory and brokerage services. He is registered with the state of Colorado as well as several other states. Brian has a strong understanding of the financial planning process and works with a diverse group of clients. He is dedicated to providing his clients with personalized service and guidance to help them achieve their financial goals. Brian is affiliated with Gateway Wealth Partners, LLC, and is also an independent advisor for Advisor's Pride, Inc.

Firm Information

Brian Dow 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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Brian Dow’s Registration & Firm History

CO

10/06/2022 - Present

Gateway Wealth Partners, LLC (Rifle CO)

CO

09/11/2015 - 09/06/2022

EDWARD JONES (RIFLE CO)

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Licenses & Designations

BOTH

Issued 10/03/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Keith Dow.
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