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Daniel P Labroad

Gateway Wealth Partners, LLC

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About Daniel P Labroad

Daniel Labroad is a financial advisor with Gateway Wealth Partners, LLC, and has been in the industry since 2013. Daniel is a registered Investment Advisor Representative in the state of Massachusetts. He specializes in providing financial planning services to individuals and families, as well as retirement planning and investment management. Daniel holds a Series 6, 7, 63, and 65 licenses. Prior to joining Gateway Wealth Partners, LLC, Daniel worked with Prudential Insurance Company of America and Pruco Securities, LLC.

Firm Information

Daniel Labroad 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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Daniel Labroad’s Registration & Firm History

MA

11/02/2022 - Present

Gateway Wealth Partners, LLC (NEWBURYPORT MA)

MA

03/15/2019 - 07/14/2022

PRUCO SECURITIES, LLC. (Newburyport MA)

MA

07/31/2012 - 06/25/2018

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 08/01/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2013

Series 7 - General Securities Representative Examination

BC

Issued 07/30/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel P Labroad.
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