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Irene L. Meyers

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CRD#: 4268280
IM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Irene Lucretia Meyers, AIF®, who also goes by Irene Lucretia Hevel, Irene Lucretia Hubbard, Irene Lucretia Meyers Mrs, was a registered financial professional .

Irene is a previously registered financial professional and started their career in finance in 2000. Irene had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Irene Lucretia Hevel | Irene Lucretia Hubbard | Irene Lucretia Meyers Mrs

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. Irene Meyers is dually-registered with Gateway Wealth Partners, LLC and LPL Financial, LLC ("LPL"). Irene Meyers has served as an investment advisor representative for Gateway Wealth Partners, LLC since 10/2022 and a registered representative with LPL since 11/2017. Business is conducted from 2929 B. Palmyra Road, Hannibal, MO 63401. Approximately 90% of Irene Meyer's time is for services as an investment advisor representative and the balance as a registered representative. 2. 01/05/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 12/26/2017 - 10 Hours Per Month/10 During Securities Trading. 3. 2/15/2023 - Gateway Wealth Partners, LLC - DBA: Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 11/15/2022 - 5 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 5 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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Past

October 6, 2022 - March 7, 2025

GATEWAY WEALTH PARTNERS, LLC

RIA
CRD#: 322789
Hannibal, MO
Past

June 3, 2022 - December 31, 2022

ADVISORS' PRIDE INC.

RIA
CRD#: 170669
HANNIBAL, MO
Past

November 29, 2017 - June 17, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
HANNIBAL, MO
Past

November 29, 2017 - March 11, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
HANNIBAL, MO
Past

October 4, 2013 - November 29, 2017

INVESTMENT CENTERS OF AMERICA, INC.

RIA
CRD#: 16443
Hannibal, MO
Past

August 31, 2012 - November 29, 2017

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
Hannibal, MO
Past

May 23, 2005 - August 31, 2012

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
PALMYRA, MO
Past

February 14, 2005 - May 24, 2005

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

February 14, 2005 - May 24, 2005

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

January 15, 2004 - January 27, 2005

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

January 15, 2004 - January 27, 2005

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

October 9, 2000 - January 27, 2004

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, 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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

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 (31 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GATEWAY WEALTH PARTNERS, LLC WRAP PROGRAM 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#: 322789

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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