linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Gage Haines

Gateway Wealth Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Gage Haines

Jeffrey Haines is a financial advisor with over 28 years of experience in the financial services industry. Jeffrey is currently registered with Gateway Wealth Partners, LLC and is licensed in several states. Jeffrey has a strong background in providing financial advice and investment management services to individuals and businesses. Jeffrey is committed to helping clients achieve their financial goals through personalized financial plans and investment strategies.

Firm Information

Jeffrey Haines 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Haines’s Registration & Firm History

WI

10/04/2023 - Present

Gateway Wealth Partners, LLC (APPLETON WI)

CT

02/19/2016 - 08/11/2023

RAYMOND JAMES & ASSOCIATES, INC. (West Hartford CT)

CT

08/19/2005 - 02/22/2016

WELLS FARGO ADVISORS, LLC (GLASTONBURY CT)

NY

08/09/1995 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Jeffrey Gage Haines is right for you?

Licenses & Designations

IA

Issued 07/10/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 08/08/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jeffrey Gage Haines. Review regulatory record here.
Not sure if Jeffrey Gage Haines is right for you?