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Charles Joseph Minahan

Gateway Wealth Partners, LLC

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About Charles Joseph Minahan

Charles Minahan is a financial advisor with over 17 years of experience in the financial services industry. Charles is currently registered with Gateway Wealth Partners, LLC and holds FINRA Series 7, Series 66, and SIE registrations. Charles's previous affiliations include National Planning Corporation, Next Financial Group, Inc., and Ameriprise Financial Services, Inc. Charles works with clients including individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Charles Minahan 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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Charles Minahan’s Registration & Firm History

CT

04/05/2023 - Present

Gateway Wealth Partners, LLC (Glastonbury CT)

CT

05/14/2013 - 11/29/2017

NATIONAL PLANNING CORPORATION (GLASTONBURY CT)

CT

01/27/2009 - 05/13/2013

NEXT FINANCIAL GROUP, INC. (HARTFORD CT)

CT

04/28/2006 - 01/29/2009

AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)

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Licenses & Designations

BOTH

Issued 05/23/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Joseph Minahan.
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