Unclaimed
Michael James Hall is a financial advisor at Gateway Wealth Partners, LLC. Hall has been in the financial services industry for over 35 years. Hall holds the Series 7, Series 63 and Series 65 securities licenses. He is also a registered investment advisor representative in Wisconsin and Minnesota. Hall is committed to helping clients achieve their financial goals by providing personalized financial planning and investment management services. Hall offers a wide range of services to individuals, families, and businesses, including financial planning, retirement planning, college savings, and investment management. Hall is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Hall is committed to providing his clients with the highest level of service and expertise.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
10/11/2024 - Present
Gateway Wealth Partners, LLC (Eau Claire WI)
WI
03/03/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
WI
02/02/2015 - 03/03/2021
GRADIENT SECURITIES, LLC (Eau Claire WI)
WI
08/28/2009 - 02/04/2015
SII INVESTMENTS, INC. (EAU CLAIRE WI)
WI
03/21/2005 - 09/03/2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED (EAU CLAIRE WI)
AZ
11/19/1989 - 03/21/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/09/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
MN
06/24/1987 - 06/21/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 02/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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