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Lyle Hans-christian Pennell

Investment adviser representative at Gateway Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$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

11 years in the industry.

  1. Gateway Wealth Partners, LLCMay 2024 to now
  2. LPL Financial LLCNov 2015 to now
  3. Private Advisor Group, LLCDec 2015 to May 2024

Designations

  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2002

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
4544987
Firm CRD
322789
Advisor's SEC record (opens in a new tab)
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