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SL

Steven J. Lautenschlager

GATEWAY WEALTH PARTNERS
Oshkosh, WI
Some features on this profile are disabled
CRD#: 4193561
SL

Professional summary

Steven James Lautenschlager, CFP® is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Oshkosh, Wisconsin and LPL FINANCIAL LLC located in Appleton, Wisconsin.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Steven has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven James Lautenschlager'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: 2001

Experience

Current

November 20, 2025 - Present

GATEWAY WEALTH PARTNERS, LLC

RIA
CRD#: 322789
Oshkosh, WI
Current

November 17, 2025 - Present

LPL FINANCIAL LLC

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

June 14, 2024 - November 19, 2025

OSAIC WEALTH, INC.

RIA
CRD#: 23131
Greenville, WI
Past

June 14, 2024 - November 19, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
Greenville, WI
Past

September 18, 2020 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
GREENVILLE, WI
Past

September 18, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Greenville, WI
Past

November 6, 2017 - September 18, 2020

SSN ADVISORY, INC.

RIA
CRD#: 126090
Greenvillw, WI
Past

November 6, 2017 - September 18, 2020

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
Greenville, WI
Past

June 6, 2016 - November 6, 2017

SII INVESTMENTS, INC.

RIA
CRD#: 2225
GREENVILLE, WI
Past

June 6, 2016 - November 6, 2017

SII INVESTMENTS, INC.

BD
CRD#: 2225
GREENVILLE, WI
Past

January 15, 2010 - June 9, 2016

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
GREENVILLE, WI
Past

January 11, 2010 - June 9, 2016

FSC SECURITIES CORPORATION

BD
CRD#: 7461
GREENVILLE, WI
Past

November 1, 2006 - January 6, 2010

SII INVESTMENTS, INC.

RIA
CRD#: 2225
OSHKOSH, WI
Past

November 1, 2006 - January 6, 2010

SII INVESTMENTS, INC.

BD
CRD#: 2225
OSHKOSH, WI
Past

March 16, 2005 - March 16, 2005

LPL FINANCIAL LLC

RIA
CRD#: 6413
OSH KOSH, WI
Past

March 16, 2005 - November 15, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
OSH KOSH, WI
Past

August 30, 2004 - March 9, 2005

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
KIMBERLY, WI
Past

April 3, 2002 - March 9, 2005

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

May 23, 2000 - March 13, 2002

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE

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
Florida
(11/17/2025)
RR
Minnesota
(11/17/2025)
RR
North Carolina
(11/24/2025)
RR
Wisconsin
(11/17/2025)
IAR
Wisconsin
(11/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/27/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/12/2000
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: 5/22/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/9/2016
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)
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 (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#: 322789Oshkosh, WI

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