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Matthew Scott Grohocki

Gateway Wealth Partners, LLC

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About Matthew Scott Grohocki

Matthew Grohocki is a registered representative with Gateway Wealth Partners, LLC. Matthew has been in the financial services industry since 2021. Matthew is a registered investment advisor representative in Connecticut and a Series 66 and Series 7TO license holder. Matthew holds a bachelor's degree from the University of Connecticut and is a youth & young adult pastor at Revelation Church in Bozrah, CT. Matthew has a passion for helping people achieve their financial goals. Matthew is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Matthew Grohocki 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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Matthew Grohocki’s Registration & Firm History

WI

10/06/2022 - Present

Gateway Wealth Partners, LLC (APPLETON WI)

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Licenses & Designations

BOTH

Issued 04/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Scott Grohocki.
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