linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bruce Anesi

Gateway Wealth Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bruce? Claim Your Profile

About Bruce Anesi

Bruce Anesi is an active investment advisor representative registered with Gateway Wealth Partners, LLC. Bruce has been in the industry since August 3, 2004. Bruce currently holds registrations in Connecticut and Texas for investment advisory services. Bruce also holds registrations for securities brokerage services in several states including California, Connecticut, Florida, Massachusetts, New York, North Carolina, Rhode Island, Tennessee, and Virginia. Bruce is affiliated with Gateway Wealth Partners, LLC and Securities America, Inc.

Firm Information

Bruce Anesi 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bruce Anesi’s Registration & Firm History

CT

10/22/2024 - Present

Gateway Wealth Partners, LLC (North Haven CT)

CT

09/09/2010 - 10/13/2011

SECURITIES AMERICA, INC. (CHESTER CT)

CT

08/04/2004 - 09/21/2010

METLIFE SECURITIES INC. (GUILFORD CT)

CT

08/04/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (GUILFORD CT)

Not sure if Bruce Anesi is right for you?

Licenses & Designations

IA

Issued 01/24/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2009

Series 7 - General Securities Representative Examination

BC

Issued 08/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Anesi.
Not sure if Bruce Anesi is right for you?