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Gregory Nicholas Frankos

Gateway Wealth Partners, LLC

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About Gregory Nicholas Frankos

Gregory Frankos is an investment advisor representative with Gateway Wealth Partners, LLC. He has been in the industry since 2004 and holds the Series 7, Series 63 and Series 66 licenses. Gregory is registered to provide investment advisory services in Delaware, Florida, Maryland, North Carolina, Pennsylvania, and Virginia. Gregory is also registered to provide investment advisory services to individuals, corporations, and high-net-worth individuals. He has worked with Investcorp Inc and LPL Financial. Gregory is committed to helping his clients reach their financial goals.

Firm Information

Gregory Frankos 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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Gregory Frankos’s Registration & Firm History

MD

02/15/2023 - Present

Gateway Wealth Partners, LLC (EASTON MD)

MD

03/18/2014 - 09/18/2019

INVESTACORP, INC. (EASTON MD)

MD

02/03/2004 - 03/19/2014

HORNOR, TOWNSEND & KENT, INC. (EASTON MD)

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Licenses & Designations

BOTH

Issued 09/03/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/13/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Nicholas Frankos.
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