Todd Christopher Kuen
Investment adviser representative at Gateway Wealth Partners, LLC
22 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
22 years in the industry.
- Gateway Wealth Partners, LLCMay 2022 to now
- LPL Financial, LLCMay 2022 to now
- Independent Financial GroupJan 2019 to May 2022
- F3 Logic, LLCSep 2018 to May 2022
- UnemployedApr 2018 to Sep 2018
- Sii Investments, Inc.Aug 2004 to Apr 2018
- Investment Centers of AmericaJul 2004 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
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
- 4186656
- Firm CRD
- 322789