SK
Scott D. Kinderman
GATEWAY WEALTH PARTNERS
Eau Claire, WI 54701
Some features on this profile are disabled
CRD#: 2103939
SK
Scott David KindermanGATEWAY WEALTH PARTNERS
Professional summary
Scott David Kinderman is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Eau Claire, Wisconsin and LPL FINANCIAL LLC located in Eau Claire, Wisconsin.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Scott has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
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) 12/2025 - Gateway Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date 10/15/2025 - 160 hrs per month/ 8 hours during trading 2) 12/2025 - Premier Financial - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date 09/01/2015 - 150 hrs per month/ 7 hours during trading 3) 12/2025 - Clearwater Property Management LLC - Real Estate Rental - Investment Related - Eau Claire, WI - Start Date 06/15/2003 - 5 hours per month/ 0 hours during trading 4) 12/2025 - Scott Kinderman - Non-Variable Insurance - Inv Related - At Reported Business Location(s) - Start date 06/01/1990 - 15 hrs per month/ 1 hour during trading 5) 12/2025 - Scott Kinderman - Non-Variable Insurance - Property & Casualty - Inv Related - At Reported Business Location(s) - Start date 07/01/2010 - 8 hrs per month/ 1 hour during trading 6) 03/25/2026 - Gateway Wealth Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 150 hours per month/ 120 hours during trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 12/2025. I expect to spend approximately 150 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 Scott David Kinderman'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
February 5, 2026 - Present
GATEWAY WEALTH PARTNERS, LLC
Office #1: 2115 East Clairemont Ave, Eau Claire, WI 54701RIA
CRD#: 322789
Eau Claire, WI
Current
December 1, 2025 - Present
LPL FINANCIAL LLC
Office #1: 2115 E Clairmont Ave Ste 3a, Eau Claire, WI 54701RIA
BD
CRD#: 6413
EAU CLAIRE, WI
Past
January 19, 2024 - December 4, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
EAU CLAIRE, WI
Past
January 19, 2024 - December 4, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
EAU CLAIRE, WI
Past
March 16, 2021 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
EAU CLAIRE, WI
Past
March 16, 2021 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
EAU CLAIRE, WI
Past
August 18, 2015 - March 22, 2021
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
EAU CLAIRE, WI
Past
August 18, 2015 - March 22, 2021
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
EAU CLAIRE, WI
Past
February 22, 2010 - September 1, 2015
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
EAU CLAIRE, WI
Past
February 5, 2010 - September 1, 2015
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
EAU CLAIRE, WI
Past
June 4, 2007 - December 31, 2008
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
RIA
CRD#: 109701
ELMHURST, IL
Past
March 1, 2007 - January 15, 2010
LASALLE ST SECURITIES, L.L.C.
BD
CRD#: 7191
EAU CLAIRE, WI
Past
May 26, 2004 - March 12, 2007
LPL FINANCIAL LLC
BD
CRD#: 6413
EAU CLAIRE, WI
Past
July 1, 2002 - May 27, 2004
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MINNEAPOLIS, MN
Past
January 14, 1991 - July 1, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
BD
CRD#: 4205
MINNEAPOLIS, MN
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
California(12/1/2025)
RR
Colorado(12/1/2025)
RR
Minnesota(12/10/2025)
RR
New Jersey(12/1/2025)
RR
Ohio(12/22/2025)
RR
Wisconsin(12/1/2025)
IAR
Wisconsin(2/5/2026)
Exams
State Security Law Exam
State Security Law 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)Loading...
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 (32 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.
Company Information
GATEWAY WEALTH PARTNERS, LLC
CRD#: 322789Eau Claire, WI 54701TRUST BUT VERIFY
Monitor Scott Kinderman
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
