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Scott Carl Wauters

Gateway Wealth Partners, LLC

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About Scott Carl Wauters

Scott Carl Wauters is a registered investment advisor representative of Gateway Wealth Partners, LLC. Wauters has been in the financial industry since 2006 and has experience with a variety of financial services, including investment advisory services, financial planning, and retirement planning. Scott Carl Wauters has been a registered representative of LPL Financial, LLC since November 2017. He is also a registered investment advisor representative of Advisors Pride, Inc. and Gateway Wealth Partners, LLC. Wauters has a Series 7 and a Series 66 license.

Firm Information

Scott Wauters 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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Scott Wauters’s Registration & Firm History

WI

10/06/2022 - Present

Gateway Wealth Partners, LLC (APPLETON WI)

WI

08/01/2012 - 11/20/2017

BMO HARRIS FINANCIAL ADVISORS, INC. (GREEN BAY WI)

WI

09/26/2007 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (GREEN BAY WI)

WI

07/27/2006 - 07/27/2007

AMERIPRISE FINANCIAL SERVICES, INC. (BROOKFIELD WI)

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Licenses & Designations

BOTH

Issued 09/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Carl Wauters.
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