MR
Mark M. Reichow
GATEWAY WEALTH PARTNERS
Lakeville, MN 55044
Some features on this profile are disabled
CRD#: 4539300
MR
Professional summary
Mark Mclain Reichow is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Lakeville, Minnesota and LPL FINANCIAL LLC located in Lakeville, Minnesota.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Mark has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 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.
1. 12/02/2014: UNION RETIREMENT ALLIANCE - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 14811 ENERGY WAY, APPLE VALLEY, MN 55124 - START 01/01/2015 - 120 HR/MO 8 DURING SECS TRDG HRS . 2. 02/06/2015 - URA - INV REL - 14811 Energy Way, Apple Valley, MN 55044 - DBA for LPL Business (entity for LPL business) - START 02/04/2015 - 120 HOURS PER MONTH, 7 DURING TRADING. 3. 1/24/2017 - Advisor's Pride - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/09/2017 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Advisor's Pride, an independent investment advisor firm. I started this business activity in 1/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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. 4. 2/6/2017 - Advisors' Pride - DBA: (HYBRID) Union Retirement Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/24/2017 - 60 Hours Per Month/40 Hours During Securities Trading. 5. 2/9/2017 - Infinity Wealth Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/20/2017 - 100 Hours Per Month/75 Hours During Securities Trading. 6. 3/29/2023 - GATEWAY WEALTH PARTNERS, LLC - DBA: Union Retirement Alliance, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 03/21/2023 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Union Retirement Alliance, Inc., an independent investment advisor firm. I started this business activity in 03/2023. 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. 7. 3/29/2023 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 03/21/2023 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through GATEWAY WEALTH PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 03/2023. 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.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Mclain Reichow's 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®
NoneExperience
Current
October 6, 2022 - Present
GATEWAY WEALTH PARTNERS, LLC
Office #1: 20520 Keokuk Avenue Suite 130, Lakeville, MN 55044RIA
CRD#: 322789
Lakeville, MN
Current
April 13, 2012 - Present
LPL FINANCIAL LLC
RIA
BD
CRD#: 6413
LAKEVILLE, MN
Past
February 3, 2017 - December 31, 2022
ADVISORS' PRIDE INC.
RIA
CRD#: 170669
Apple Valley, MN
Past
May 7, 2014 - December 15, 2015
GREAT VALLEY ADVISOR GROUP, LLC
RIA
CRD#: 123913
LAKEVILLE, MN
Past
January 21, 2014 - May 9, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
APPLE VALLEY, MN
Past
June 7, 2002 - April 12, 2012
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
MINNEAPOLIS, MN
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(3/12/2025)
RR
California(1/28/2014)
RR
Idaho(7/3/2023)
RR
Minnesota(4/13/2012)
IAR
Minnesota(10/6/2022)
RR
Wisconsin(6/5/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck 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 (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,702 |
| 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.
