Gateway Wealth Partners, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$2,278,835,584 as of October 2026, filing dated June 12, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)

Also doing business as

ADVISORS' PRIDE, BOBER WEALTH MANAGEMENT COMPANY, FINANCIAL ADVISORS INC., FINANCIAL RESOURCE SERVICES, GATEWAY FINANCIAL PARTNERS, LLC, HAGEN WEALTH MANAGEMENT, INTEGRATED WEALTH PARTNERS, MCCLONE RETIREMENT ADVISORS, PENNELL WEALTH ADVISORS, THORSEN WEALTH MANAGEMENT, UNION RETIREMENT ALLIANCE, WEALTH GUARDIAN ADVISORS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2022 (4 years)

Employees

Total: 83. Performing investment advisory functions: 83.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Assetmark, Inc.LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

18 other offices, as of the July 2026 filing

Allenspark, COAppleton, WIBatvia, ILEaston, MDEau Claire, WIFarmington, CTGermantown, WIGlastonbury, CTGlendale, AZLakeville, MNMadison, WIMenasha, WIMidland, TXMontgomery, ALOld Saybrook, CTRancho Mirage, CASanta Fe, NMWashington, IL

States registered or notice-filed

33 states or jurisdictions

ALAZCACOCTDEFLGAIAILINKSMAMDMEMIMNMOMSNCNDNHNJNMNVNYOHSCTNTXVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $0 in the October 2022 data and $2,278,835,584 in the October 2026 data.

Total employees: 32 in October 2022 and 83 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. July 2026
   • Registered or notice-filed in ND.
2. April 2026
   • No longer lists the business name Union Retirement.
   • Added the business name Gateway Financial Partners, LLC.
   • Added the business name Union Retirement Alliance.
   • Employees performing advisory functions went from 66 to 83.
   • Regulatory assets under management went from $1,249,772,416 to $2,278,835,584 (+82%).
   • Changed its office addresses in Eau Claire, WI.
   • Added an office in Allenspark, CO.
   • Added an office in Appleton, WI.
   • Added an office in Farmington, CT.
   • Added an office in Glendale, AZ.
   • Added an office in Montgomery, AL.
   • Added an office in Old Saybrook, CT.
   • Added an office in Rancho Mirage, CA.
   • Added an office in Santa Fe, NM.
   • No longer lists an office in Delavan, WI.
   • No longer lists an office in Estes Park, CO.
   • No longer lists an office in Fort Wayne, IN.
   • No longer lists an office in Manitowoc, WI.
   • No longer lists an office in Newburyport, MA.
   • No longer lists an office in Wausau, WI.
3. December 2025
   • Registered or notice-filed in AL, NJ.
4. November 2025
   • No longer lists the business name Forethought Planning.
   • Added the business name Thorsen Wealth Management.
   • Added the business name Hagen Wealth Management.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.