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Jean-paul Anthony Aime

Gateway Wealth Partners, LLC

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About Jean-paul Anthony Aime

Jean-paul Anthony Aime is a financial advisor with over 19 years of experience in the industry. Jean-paul currently works with Gateway Wealth Partners, LLC, providing investment advisory services. Previously, Jean-paul worked with MML Investors Services, LLC, and Edward Jones. Jean-paul holds Series 6, 7, 63 and 66 licenses. Jean-paul is registered in Alaska, Delaware, Florida, Illinois, Iowa, Louisiana, Minnesota, New Mexico, South Carolina, Texas, Virginia and Wisconsin.

Firm Information

Jean-paul Aime 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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Jean-paul Aime’s Registration & Firm History

WI

10/06/2022 - Present

Gateway Wealth Partners, LLC (APPLETON WI)

WI

12/18/2006 - 05/04/2021

MML INVESTORS SERVICES, LLC (MADISON WI)

WI

08/31/2004 - 12/11/2006

EDWARD JONES (CROSS PLAINS WI)

GA

06/25/2003 - 08/30/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 02/12/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/23/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jean-paul Anthony Aime. Review regulatory record here.
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