Jacob Gregory Sensiba
Investment adviser representative at Gateway Wealth Partners, LLC
12 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
12 years in the industry.
- Gateway Wealth Partners, LLCApr 2024 to now
- LPL Financial LLC dba Gateway Financial PartnersApr 2024 to now
- Securities America AdvisorsSep 2018 to Apr 2024
- Crg Financial Services, Inc.Oct 2015 to Apr 2024
- Securities America IncOct 2014 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser 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
- 6415218
- Firm CRD
- 322789