Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wittkopf is a financial advisor with over 24 years of experience in the financial services industry. Thomas is currently registered with Gateway Wealth Partners, LLC and is licensed to provide investment advice in Wisconsin. Thomas also has previous experience with SAGEPOINT FINANCIAL, INC., SII INVESTMENTS, INC., HARBOUR INVESTMENTS, INC., and WMA SECURITIES, INC. Thomas holds a variety of licenses and certifications, including Series 6, Series 7, Series 24 and Series 63. He also holds a Series 66 license, which is a combined state law exam covering both securities and investment advisory laws. He specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
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2
WI
06/13/2023 - Present
Gateway Wealth Partners, LLC (EAGLE RIVER WI)
WI
12/15/2017 - 06/09/2023
SAGEPOINT FINANCIAL, INC. (EAGLE RIVER WI)
WI
08/17/2005 - 12/15/2017
SII INVESTMENTS, INC. (FLORENCE WI)
WI
01/19/1999 - 08/29/2005
HARBOUR INVESTMENTS, INC. (MADISON WI)
GA
11/02/1998 - 02/01/1999
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 05/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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