linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael George Kitzman

Gateway Wealth Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael George Kitzman

Michael George Kitzman is a financial advisor registered with Gateway Wealth Partners, LLC. Michael has been in the financial services industry for over 18 years. Michael's experience includes working with individuals, high-net-worth individuals, corporations, charitable organizations and pension plans. Michael is a Series 7 and Series 66 licensed professional. In addition to providing financial planning services, Michael also provides investment advisory services.

Firm Information

Michael Kitzman 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Kitzman’s Registration & Firm History

WI

10/06/2022 - Present

Gateway Wealth Partners, LLC (APPLETON WI)

WI

02/09/2016 - 02/20/2018

INVEST FINANCIAL CORPORATION (APPLETON WI)

WI

02/08/2016 - 02/20/2018

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

CA

02/08/2016 - 02/20/2018

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

WI

01/26/2004 - 02/20/2018

SII INVESTMENTS, INC. (APPLETON WI)

Not sure if Michael George Kitzman is right for you?

Licenses & Designations

BOTH

Issued 10/31/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael George Kitzman.
Not sure if Michael George Kitzman is right for you?