Jeanann M Kramer
Investment adviser representative at Gateway Wealth Partners, LLC
16 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
16 years in the industry.
- Gateway Wealth Partners, LLCOct 2022 to now
- LPL Financial, LLCJul 2020 to now
- Advisors' PrideJul 2020 to Oct 2022
- Edward JonesApr 2019 to Jul 2020
- Community First Credit UnionJan 2018 to Apr 2019
- Cuso Financial Services LPJan 2018 to Apr 2019
- Sii InvestmentsNov 2010 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
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
- 4897459
- Firm CRD
- 322789