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MK

Michael George Kitzman

GATEWAY WEALTH PARTNERS

APPLETON, WI

·CRD# 4462570·22 years experience

Professional Summary

Michael George Kitzman is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Appleton, Wisconsin and LPL FINANCIAL LLC located in Appleton, Wisconsin. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Michael has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

GATEWAY WEALTH PARTNERS, LLC·CRD# 322789

RIA

100 W. Lawrence Street Suite 304, Appleton, WI 54911

October 6, 2022 - Present

LPL FINANCIAL LLC·CRD# 6413

RIA

BD

100 W Lawrence St Ste 304, Appleton, WI 54911-0000

March 7, 2018 - Present

ADVISORS' PRIDE INC.·CRD# 170669

RIA

Appleton, WI

October 17, 2019 - December 31, 2022

INVEST FINANCIAL CORPORATION·CRD# 12984

BD

Appleton, WI

February 9, 2016 - February 20, 2018

INVESTMENT CENTERS OF AMERICA, INC.·CRD# 16443

RIA

Appleton, WI

February 8, 2016 - February 20, 2018

NATIONAL PLANNING CORPORATION·CRD# 29604

BD

Los Angeles, CA

February 8, 2016 - February 20, 2018

INVESTMENT CENTERS OF AMERICA, INC.·CRD# 16443

BD

Appleton, WI

February 8, 2016 - February 20, 2018

SII INVESTMENTS, INC.·CRD# 2225

RIA

Appleton, WI

November 5, 2005 - February 20, 2018

SII INVESTMENTS, INC.·CRD# 2225

BD

Appleton, WI

January 26, 2004 - February 20, 2018

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Current Firm

GW

GATEWAY WEALTH PARTNERS, LLC

ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT ALLIANCE | 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 - SEC (9/26/2022 Approved)

Contact Information

Main Address

100 W. Lawrence Street Suite 304, Appleton, WI 54911

Phone Number

(920) 731-9293

# of Employees

83

SEC notice filing (33 States and Territories)

Registered to provide investment advisory services in 33 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GATEWAY WEALTH PARTNERS, LLC WRAP PROGRAM BROCHURE (3/26/2026)

GATEWAY DISCLOSURE BROCHURE (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

10,635

AUM (Assets Under Management)

$2,278,835,584

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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) 10/16/2018 - Advisors' Pride - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 02/27/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Advisors' Pride, an independent investment advisor firm. I started this business activity in 3/2018. I expect to spend approximately 160 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. 2) 03/09/2022 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/31/2021 - 160 Hours Per Month/100 Hours During Securities Trading 3) 03/22/2022 - Gateway Partners Holdings LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 12/31/2021 - 160 Hours Per Month/100 Hours During Securities Trading 4) 12/7/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin - 11/30/2022 - 40 Hours Per Month/40 Hours During Securities Trading - I provide administrative support to Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 40 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. 5) 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

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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 ALLIANCE | 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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Wisconsin
(3/7/2018)

IAR

Wisconsin
(10/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2005About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2004About the Series 7 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael George Kitzman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MK

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