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Irene Suet Lee-sluys

Irene S. Lee-sluys

GATEWAY WEALTH PARTNERS
Bellevue, WA 98006
Some features on this profile are disabled
CRD#: 2372374
Irene Suet Lee-sluys

Professional summary

Irene Suet Lee-sluys, CFP®, who also goes by Irene Suetman Lee, Suetman Lee, Irene Lee-sluys, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Bellevue, Washington and LPL FINANCIAL LLC located in Bellevue, Washington.

Irene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Irene has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Irene Suetman Lee | Suetman Lee | Irene Lee-Sluys

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Irene Suet Lee-sluys's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

November 20, 2025 - Present

GATEWAY WEALTH PARTNERS, LLC

Office #1: 14100 Se 36th Street Suite 120a, Bellevue, WA 98006
RIA
CRD#: 322789
Bellevue, WA
Current

January 15, 2020 - Present

LPL FINANCIAL LLC

Office #1: 14100 Se 36th St Suite 120a, Bellevue, WA 98006
RIA
BD
CRD#: 6413
BELLEVUE, WA
Past

January 15, 2020 - February 2, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
BELLLINGHAM, WA
Past

October 19, 2017 - January 16, 2020

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
BELLINGHAM, WA
Past

October 19, 2017 - January 16, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
BELLINGHAM, WA
Past

October 21, 2013 - October 25, 2017

WADDELL & REED

RIA
CRD#: 866
BELLINGHAM, WA
Past

October 21, 2013 - October 25, 2017

WADDELL & REED

BD
CRD#: 866
BELLINGHAM, WA
Past

March 31, 2009 - October 22, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
BELLINGHAM, WA
Past

March 9, 2009 - October 22, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
BELLINGHAM, WA
Past

February 15, 2002 - October 17, 2002

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

September 3, 1997 - August 31, 2000

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

February 10, 1996 - September 3, 1997

U.S. BANCORP SECURITIES

BD
CRD#: 17439
PORTLAND, OR
Past

March 17, 1995 - January 24, 1996

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 17, 1995 - January 24, 1996

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

July 19, 1993 - December 14, 1994

SEAFIRST INVESTMENT SERVICES, INC.

BD
CRD#: 17411
SEATTLE, WA

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
(5/1/2025)
RR
California
(6/16/2021)
RR
Nevada
(1/15/2020)
RR
Virginia
(1/15/2020)
RR
Washington
(1/15/2020)
IAR
Washington
(11/20/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/30/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/15/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/6/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/15/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/3/1996
General Securities Principal Examination
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)
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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 (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GATEWAY WEALTH PARTNERS, LLC WRAP PROGRAM BROCHURE (10/3/2025)
GATEWAY DISCLOSURE BROCHURE (10/3/2025)

Regulatory assets under management

Total Number of Accounts5,702
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#: 322789Bellevue, WA 98006

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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