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Justin Scott Dumke

Gateway Wealth Partners, LLC

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About Justin Scott Dumke

Justin Dumke is a financial advisor with over 20 years of experience in the industry. Justin currently works at Gateway Wealth Partners, LLC and is registered with the state of Wisconsin as an Investment Advisor Representative. Justin has previously worked at SII Investments, Inc. and Capital Financial Services, Inc. Justin holds Series 63, 66 and 7 licenses. Justin is a specialist in providing financial planning, pension consulting, and selection of other advisors. Justin's firm manages over $891 million in assets for individuals, charitable organizations, pension plans, and corporations.

Firm Information

Justin Dumke 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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Justin Dumke’s Registration & Firm History

WI

10/06/2022 - Present

Gateway Wealth Partners, LLC (GERMANTOWN WI)

WI

04/12/2002 - 02/14/2018

SII INVESTMENTS, INC. (MENOMONEE FALLS WI)

ND

09/01/2000 - 04/10/2002

CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)

WI

11/18/1999 - 09/05/2000

SII INVESTMENTS, INC. (APPLETON WI)

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Licenses & Designations

BOTH

Issued 05/27/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Justin Scott Dumke. Review regulatory record here.
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