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Timothy John Bober

Gateway Wealth Partners, LLC

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About Timothy John Bober

Timothy John Bober is a financial advisor registered with Gateway Wealth Partners, LLC. Timothy has been in the financial services industry since 1990. Timothy holds Series 6, 7, 63, and 65 securities licenses. Timothy also provides investment advisory services through Bober Wealth Management, a registered investment advisor firm.

Firm Information

Timothy Bober 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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Timothy Bober’s Registration & Firm History

WI

10/06/2022 - Present

Gateway Wealth Partners, LLC (APPLETON WI)

NY

01/02/1990 - 02/06/2003

AXA ADVISORS, LLC (NEW YORK NY)

NY

01/02/1990 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/15/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2003

Series 7 - General Securities Representative Examination

BC

Issued 12/29/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy John Bober. Review regulatory record here.
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