Philip Eric Weisbach
Investment adviser representative at Gateway Wealth Partners, LLC
18 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
18 years in the industry.
- Gateway Wealth Partners, LLCFeb 2025 to now
- LPL Financial LLCSep 2023 to now
- Cetera Investment Advisers LLCJun 2023 to Sep 2023
- Cetera Advisor Networks LLCJan 2019 to Sep 2023
- Harbour Investments, Inc.Jul 2018 to Nov 2018
- Sii InvestmentsJul 2008 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
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
- 4921949
- Firm CRD
- 322789