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Katherine Kimball Dyer

Gateway Wealth Partners, LLC

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About Katherine Kimball Dyer

Katherine Dyer is a registered investment advisor and a financial professional with over 8 years of experience in the industry. Katherine Dyer has been providing financial guidance to individuals and families since 2015. Katherine Dyer is currently affiliated with Gateway Wealth Partners, LLC, an independent investment advisor firm. Prior to joining Gateway Wealth Partners, LLC, Katherine Dyer worked with GWN Securities Inc. and Park Avenue Securities LLC. Katherine Dyer has also worked as an agent for Guardian Life Insurance Company. Katherine Dyer holds the Series 6, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE).

Firm Information

Katherine Dyer 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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Katherine Dyer’s Registration & Firm History

WI

09/19/2023 - Present

Gateway Wealth Partners, LLC (APPLETON WI)

NH

01/26/2016 - 01/27/2022

GWN SECURITIES INC. (PEMBROKE NH)

MA

07/13/2015 - 02/04/2016

PARK AVENUE SECURITIES LLC (NEEDHAM MA)

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Licenses & Designations

IA

Issued 08/15/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Katherine Kimball Dyer. Review regulatory record here.
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