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Melanie Denise Milam

Gateway Wealth Partners, LLC

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About Melanie Denise Milam

Melanie Denise Milam is a financial advisor with Gateway Wealth Partners, LLC. Melanie has been in the financial industry since 2002 and has a diverse background in financial planning and investment management. Melanie has a proven track record of helping individuals and families achieve their financial goals. Melanie is dedicated to providing her clients with personalized financial advice and guidance.

Firm Information

Melanie Milam 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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Melanie Milam’s Registration & Firm History

WI

02/14/2023 - Present

Gateway Wealth Partners, LLC (APPLETON WI)

CT

01/14/2015 - 11/29/2017

NATIONAL PLANNING CORPORATION (GLASTONBURY CT)

TX

10/02/2006 - 01/27/2015

LPL FINANCIAL LLC (MIDLAND TX)

TX

04/24/2002 - 09/28/2006

SWS FINANCIAL SERVICES (MIDLAND TX)

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Licenses & Designations

IA

Issued 05/14/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/22/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melanie Denise Milam.
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