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Paul Allen Smallwood

Gateway Wealth Partners, LLC

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About Paul Allen Smallwood

Paul Smallwood is a financial advisor with Gateway Wealth Partners, LLC. Paul has over 15 years of experience in the financial services industry and holds the Series 7, Series 63, and Series 65 licenses. Paul is a Certified Financial Planner® and a Personal Financial Specialist. Paul specializes in providing financial advice to individuals, families, and businesses. Paul is committed to providing personalized financial planning services to help clients achieve their financial goals.

Firm Information

Paul Smallwood 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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Paul Smallwood’s Registration & Firm History

MI

11/07/2024 - Present

Gateway Wealth Partners, LLC (Traverse City MI)

MI

05/28/2019 - 07/25/2023

FSC SECURITIES CORPORATION (TRAVERSE CITY MI)

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Licenses & Designations

IA

Issued 02/01/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/28/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/21/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Allen Smallwood.
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