Todd Edward Holden
Investment adviser representative at Gateway Wealth Partners, LLC
25 yearsExperience
1 stateRegistered in
$2.3BFirm assets
4 yearsFirm in business
Are you Todd Edward Holden? Claim your profile
Contact this firm
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
25 years in the industry.
- Gateway Wealth Partners, LLCApr 2026 to now
- Gateway Financial PartnersFeb 2025 to now
- LPL Financial LLCFeb 2018 to now
- Sii Investments, Inc.Feb 2017 to Feb 2018
- Woodbury FinancialJul 2005 to Feb 2017
- Shaw Holden FinancialAug 2001 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2017
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
- 4444900
- Firm CRD
- 322789