Michael James Hall
Investment adviser representative at Gateway Wealth Partners, LLC
15 yearsExperience
1 stateRegistered in
$2.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Gateway Wealth Partners, LLCOct 2024 to now
- LPL Financial, LLCOct 2024 to now
- Hall Financial Group, LLCAug 2009 to now
- Osaic Wealth, Inc.Jan 2024 to Sep 2024
- Woodbury Financial Services IncMar 2021 to Jan 2024
- Gradient Securities, LLCJan 2015 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (WI).
Gateway Wealth Partners, LLC
$2.3BAssets managed
7,382Clients
104Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1660729
- Firm CRD
- 322789