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Jeff Wayne Thorsen

Gateway Wealth Partners, LLC

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About Jeff Wayne Thorsen

Jeff Thorsen is a financial advisor with Gateway Wealth Partners, LLC based in Jacksonville, FL. Jeff has been in the financial services industry since 1999, and has experience in various areas of financial planning, including investment management, insurance, and real estate. Jeff is registered with the state of Florida as an investment advisor representative.

Firm Information

Jeff Thorsen 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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Jeff Thorsen’s Registration & Firm History

FL

01/24/2025 - Present

Gateway Wealth Partners, LLC (Jacksonville FL)

FL

02/08/1999 - 05/29/2007

NYLIFE SECURITIES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 03/31/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1999

Series 7 - General Securities Representative Examination

BC

Issued 02/06/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeff Wayne Thorsen.
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