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SJ

Susan L. Jansen

GATEWAY WEALTH PARTNERS
APPLETON, WI 54911
Some features on this profile are disabled
CRD#: 2761273
SJ
Susan Leighton JansenGATEWAY WEALTH PARTNERS

Professional summary

Susan Leighton Jansen, who also goes by Susan Leighton Clark, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Appleton, Wisconsin and LPL FINANCIAL LLC located in Appleton, Wisconsin.

Susan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Susan has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Aliases

Susan Leighton Clark

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 Susan Leighton Jansen'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®
None

Experience

Current

October 6, 2022 - Present

GATEWAY WEALTH PARTNERS, LLC

Office #1: 100 W. Lawrence Street Suite 304, Appleton, WI 54911
RIA
CRD#: 322789
APPLETON, WI
Current

January 6, 2012 - Present

LPL FINANCIAL LLC

Office #1: 100 W Lawrence St Ste 304, Appleton, WI 54911-0000
RIA
BD
CRD#: 6413
APPLETON, WI
Past

November 5, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
APPLETON, WI
Past

October 29, 2014 - December 31, 2022

ADVISORS' PRIDE INC.

RIA
CRD#: 170669
MENASHA, WI
Past

January 6, 2012 - October 29, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
APPLETON, WI
Past

September 7, 2005 - December 31, 2011

BAKER TILLY INVESTMENT ADVISORS

RIA
CRD#: 111264
MADISON, WI
Past

February 13, 2003 - December 31, 2011

BAKER TILLY CAPITAL, LLC

BD
CRD#: 115333
OSHKOSH, WI
Past

April 26, 2000 - August 29, 2001

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

February 5, 1998 - April 28, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
District of Columbia
(7/2/2018)
RR
Florida
(9/30/2021)
RR
Georgia
(10/7/2020)
RR
Illinois
(6/12/2018)
RR
Indiana
(6/26/2018)
RR
Michigan
(6/28/2018)
RR
Minnesota
(12/7/2022)
RR
New York
(6/27/2018)
RR
North Carolina
(7/1/2019)
RR
Ohio
(2/24/2021)
RR
Virginia
(8/27/2020)
RR
Wisconsin
(1/6/2012)
IAR
Wisconsin
(10/6/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/6/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/2/1998
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: 2/4/1998
General Securities Representative 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)

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#: 322789Appleton, WI 54911

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