TB
Timothy J. Bober
GATEWAY WEALTH PARTNERS
St Charles, IL
Some features on this profile are disabled
CRD#: 1992277
TB
Professional summary
Timothy John Bober is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in St Charles, Illinois and LPL FINANCIAL LLC located in Batavia, Illinois.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Timothy has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 2/6/2003: NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE 2) 5/5/2015: BOBER WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - Started 04/01/2014 - 1 Hour Per Month/0 Hours During Securities Trading. 3) 5/19/2016: Bober Wealth Management Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 06/01/2016 - 25 Hours Per Month/10 Hours During Securities Trading. 4) 5/25/2016: Bober Wealth Management Company - DBA: (HYBRID) Bober Wealth Management Company - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start 06/01/2016 - 75 Hours Per Month/6 Hours During Securities Trading - IAR. 5) 12/8/2016: Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/02/16 - 1 Hour Per Month/0 Hours During Securities Trading. 6) 12/7/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 04/01/2022 - 200 Hours Per Month/200 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 04/2022. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 1/11/2023 - Gateway Wealth Partners - DBA: Bober Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 12/19/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Bober Wealth Management, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy John Bober's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 6, 2022 - Present
GATEWAY WEALTH PARTNERS, LLC
RIA
CRD#: 322789
St Charles, IL
Current
February 4, 2003 - Present
LPL FINANCIAL LLC
Office #1: 106 W. Wilson St Ste# 3, Batavia, IL 60510RIA
BD
CRD#: 6413
Batavia, IL
Past
March 27, 2015 - December 31, 2022
ADVISORS' PRIDE INC.
RIA
CRD#: 170669
SAINT CHARLES, IL
Past
September 17, 2003 - September 7, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
BATAVIA, IL
Past
January 2, 1990 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
January 2, 1990 - February 6, 2003
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GATEWAY WEALTH PARTNERS, LLC
ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT | THORSEN WEALTH MANAGEMENT | PENNELL WEALTH ADVISORS | MCCLONE RETIREMENT ADVISORS | INTEGRATED WEALTH PARTNERS | HAGEN WEALTH MANAGEMENT | GATEWAY WEALTH PARTNERS, LLC | GATEWAY FINANCIAL PARTNERS, LLC | FORETHOUGHT PLANNING | FINANCIAL RESOURCE SERVICES | FINANCIAL ADVISORS INC. | BOBER WEALTH MANAGEMENT COMPANY
CRD#: 322789 / SEC#: 801-126635
RIA
Registered Investment Advisory firm - (9/26/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/7/2013)
RR
California(6/11/2014)
RR
Colorado(2/24/2003)
RR
Connecticut(2/23/2021)
RR
Florida(2/4/2003)
IAR
Florida(1/12/2024)
RR
Georgia(2/7/2023)
RR
Illinois(2/4/2003)
IAR
Illinois(10/6/2022)
RR
Indiana(9/27/2012)
RR
Iowa(7/11/2017)
RR
Kansas(1/23/2025)
RR
Michigan(2/4/2003)
RR
Missouri(9/5/2018)
RR
Nevada(1/3/2024)
RR
New Mexico(9/28/2018)
RR
Ohio(2/5/2003)
RR
Texas(1/28/2013)
RR
Virginia(1/7/2008)
RR
Wisconsin(7/13/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GATEWAY WEALTH PARTNERS, LLC
ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT | THORSEN WEALTH MANAGEMENT | PENNELL WEALTH ADVISORS | MCCLONE RETIREMENT ADVISORS | INTEGRATED WEALTH PARTNERS | HAGEN WEALTH MANAGEMENT | GATEWAY WEALTH PARTNERS, LLC | GATEWAY FINANCIAL PARTNERS, LLC | FORETHOUGHT PLANNING | FINANCIAL RESOURCE SERVICES | FINANCIAL ADVISORS INC. | BOBER WEALTH MANAGEMENT COMPANY
CRD#: 322789 / SEC#: 801-126635
RIA
Registered Investment Advisory firm - (9/26/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 W. Lawrence Street Suite 304, Appleton, WI 54911
Mailing Address
Phone number
(920) 731-9293
Established
Firm type
Fiscal year end
# of Employees
66
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,702 |
| AUM (Assets Under Management) | $ 1,249,772,416 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
