JB
Jill A. Batley
GATEWAY WEALTH PARTNERS
Appleton, WI 54911
Some features on this profile are disabled
CRD#: 2204924
JB
Professional summary
Jill Ann Batley, who also goes by Jill Ann Campbell, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Appleton, Wisconsin and LPL FINANCIAL LLC located in Appleton, Wisconsin.
Jill is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jill has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jill Ann Campbell
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. 10/25/2013 - ADVISORS' PRIDE - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 10/25/2013 * DBA for LPL Business (entity for LPL business) * Paul Hoffman & Company * INV REL * AT REPORTED BUSINESS LOCATION(S) 3. 07/23/2015 * Advisors' Pride * Registered Investment Advisor Hybrid * (hybrid) Advisors' Pride * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/25/14 * 1 HR/MO DURING SECS TRDG HRS. 4. 03/23/2022 - Gateway Financial Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2022 - 160 Hours Per Month/100 Hours During Securities Trading. 5. 04/06/2022 - Gateway Partners Holdings LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 03/01/2022 - 160 Hours Per Month/100 Hours During Securities Trading. 6. 10/26/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/07/2022 - 10 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 10 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. 3/30/2023 - Gateway Growth Partners, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 12/15/2022 - 1 Hours Per Month/1 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Jill Ann Batley'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
Office #1: 100 W. Lawrence Street Suite 304, Appleton, WI 54911RIA
CRD#: 322789
Appleton, WI
Current
May 14, 2013 - Present
LPL FINANCIAL LLC
Office #1: 100 W Lawrence St Ste 304, Appleton, WI 54911RIA
BD
CRD#: 6413
Appleton, WI
Past
July 9, 2015 - December 31, 2022
ADVISORS' PRIDE INC.
RIA
CRD#: 170669
APPLETON, WI
Past
October 9, 2013 - September 8, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
March 3, 1992 - April 11, 1996
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
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
Alabama(7/30/2014)
RR
Alaska(7/30/2014)
RR
Arizona(7/30/2014)
RR
Arkansas(7/30/2014)
RR
California(7/30/2014)
RR
Colorado(7/30/2014)
RR
Connecticut(7/30/2014)
RR
Delaware(7/30/2014)
RR
District of Columbia(7/30/2014)
RR
Florida(7/30/2014)
RR
Georgia(7/30/2014)
RR
Hawaii(7/30/2014)
RR
Idaho(7/30/2014)
RR
Illinois(7/30/2014)
RR
Indiana(7/30/2014)
RR
Iowa(7/30/2014)
RR
Kansas(7/30/2014)
RR
Kentucky(7/30/2014)
RR
Louisiana(7/30/2014)
RR
Maine(7/30/2014)
RR
Maryland(7/30/2014)
RR
Massachusetts(7/30/2014)
RR
Michigan(7/30/2014)
RR
Minnesota(7/30/2014)
RR
Mississippi(7/30/2014)
RR
Missouri(7/30/2014)
RR
Montana(7/30/2014)
RR
Nebraska(7/30/2014)
RR
Nevada(7/30/2014)
RR
New Hampshire(7/30/2014)
RR
New Jersey(7/30/2014)
RR
New Mexico(7/30/2014)
RR
New York(7/30/2014)
RR
North Carolina(7/30/2014)
RR
North Dakota(7/30/2014)
RR
Ohio(7/31/2014)
RR
Oklahoma(7/30/2014)
RR
Oregon(7/30/2014)
RR
Pennsylvania(7/30/2014)
RR
Rhode Island(7/30/2014)
RR
South Carolina(7/30/2014)
RR
South Dakota(7/30/2014)
RR
Tennessee(7/30/2014)
RR
Texas(7/30/2014)
RR
Utah(7/30/2014)
RR
Vermont(7/30/2014)
RR
Virginia(7/30/2014)
RR
Washington(7/30/2014)
RR
West Virginia(7/30/2014)
RR
Wisconsin(10/9/2013)
IAR
Wisconsin(10/6/2022)
RR
Wyoming(7/30/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
GATEWAY WEALTH PARTNERS, LLC
CRD#: 322789Appleton, WI 54911TRUST BUT VERIFY
Monitor Jill Batley
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
