Ian Thomas Green
Investment adviser representative at Gateway Wealth Partners, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$2.3BFirm assets
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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
12 years in the industry.
- Gateway Wealth Partners, LLCNov 2024 to now
- Greenlight Retirement Plan Consultants, LLCJan 2019 to Nov 2024
- N/aFeb 2017 to Jan 2019
- Voya FinancialSep 2014 to Feb 2017
- Voya Financial PartnersSep 2014 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2532230
- Firm CRD
- 322789