Michael Rickett
Investment adviser representative at Gateway Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$2.3BFirm assets
Are you Michael Rickett? Claim your profile
Contact this firm
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.
- Gateway Wealth Partners, LLCApr 2024 to now
- Gateway Financial PartnersMar 2024 to now
- LPL Financial LLCMar 2024 to now
- Four Town Financial LLCAug 2022 to Mar 2024
- Senna Global Brands LLCMay 2022 to Oct 2022
- UnemployedMay 2021 to May 2022
- Hillsdale Investment Management Inc.Mar 2017 to Apr 2021
- University of TorontoSep 2015 to Jun 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2024
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
- 7600798
- Firm CRD
- 322789