Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Christopher Kuen is an investment advisor representative at Gateway Wealth Partners, LLC, a firm based in Appleton, WI. Todd Kuen has been in the financial services industry since 2000. Prior to joining Gateway Wealth Partners, LLC, Todd Kuen was with Independent Financial Group, LLC. Todd Kuen is registered with the state of Wisconsin. Todd Kuen specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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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WI
01/26/2023 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
WI
01/03/2019 - 05/16/2022
INDEPENDENT FINANCIAL GROUP, LLC (APPLETON WI)
WI
02/25/2016 - 04/23/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
02/25/2016 - 04/23/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
CA
02/25/2016 - 04/23/2018
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
08/05/2004 - 04/23/2018
SII INVESTMENTS, INC. (APPLETON WI)
WI
08/05/2004 - 04/17/2015
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
OH
08/15/2001 - 09/25/2002
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MN
07/24/2000 - 08/14/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 03/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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