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Lyle Hans-christian Pennell

Gateway Wealth Partners, LLC

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About Lyle Hans-christian Pennell

Lyle Hans-christian Pennell has been working in the financial services industry since June 2002. Lyle is currently registered with Gateway Wealth Partners, LLC as a Registered Investment Advisor. Lyle also holds licenses with FINRA and is registered as an Investment Advisor in multiple states. Prior to joining Gateway Wealth Partners, LLC, Lyle worked with METLIFE SECURITIES INC, AMERIPRISE FINANCIAL SERVICES, INC, and IDS LIFE INSURANCE COMPANY. Lyle is a Chartered Financial Consultant.

Firm Information

Lyle Pennell 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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Lyle Pennell’s Registration & Firm History

CT

05/29/2024 - Present

Gateway Wealth Partners, LLC (Farmington CT)

CT

06/26/2008 - 12/17/2015

METLIFE SECURITIES INC. (SHELTON CT)

CT

06/26/2002 - 06/27/2008

AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)

MN

06/26/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lyle Hans-christian Pennell.
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