Steven James Lautenschlager
Investment adviser representative at Gateway Wealth Partners, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Gateway Wealth Partners, LLCNov 2025 to now
- LPL FinancialNov 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America Advisors, Inc.Sep 2020 to Jun 2024
- Securities America, Inc.Sep 2020 to Jun 2024
- Securities Service NetworkNov 2017 to Sep 2020
- Sii InvestmentsJun 2016 to Nov 2017
- Dercks, Engels & LautenschlagerJan 2010 to Nov 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
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
- 4193561
- Firm CRD
- 322789