Lindsay Anne Kaminski
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, LLCJun 2024 to now
- LPL Financial LLCJun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to Jun 2024
- City National BankNov 2019 to Nov 2021
- RBC Capital Markets, LLCJan 2017 to Nov 2021
- Sii InvestmentsApr 2008 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 5522080
- Firm CRD
- 322789