Bryce Kostman
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, LLCFeb 2026 to now
- LPL Financial LLCFeb 2026 to now
- Kwik TripOct 2025 to Jan 2026
- Mutual of Omaha Investor ServicesJun 2024 to Feb 2026
- Mutual of Omaha Insurance CompanyMay 2024 to Feb 2026
- Northwestern Mutual Investment Services LLCOct 2023 to Mar 2024
- Northwestern Mutual Life Insurance CompanyFeb 2023 to Mar 2024
- The Boat CenterMay 2020 to Aug 2022
- Gander OutdoorsAug 2019 to Feb 2020
- StudentSep 2010 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7663348
- Firm CRD
- 322789