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Nicholas Petronchak

Gateway Wealth Partners, LLC

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About Nicholas Petronchak

Nicholas Petronchak is a financial advisor with Gateway Wealth Partners, LLC, an independent investment advisor firm. Nicholas is also a registered representative with LPL Financial, LLC. Nicholas has over 8 years of experience in the financial services industry and holds Series 6, 63, and 66 licenses. Nicholas focuses on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Nicholas specializes in retirement planning, college savings, and estate planning. Nicholas is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Nicholas Petronchak 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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Nicholas Petronchak’s Registration & Firm History

CT

04/05/2023 - Present

Gateway Wealth Partners, LLC (GLASTONBURY CT)

CT

09/19/2014 - 05/04/2018

WADDELL & REED (HAMDEN CT)

CT

06/19/2014 - 09/03/2014

FIRST INVESTORS CORPORATION (NORTH HAVEN CT)

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Licenses & Designations

BOTH

Issued 03/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Petronchak.
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