William A. Evans

GATEWAY WEALTH PARTNERS

Marlborough, CT

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CRD#: 4571901

Professional summary

William Augustine Evans, who also goes by Bill Evans, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Marlborough, Connecticut.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 5 firms and has passed the Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Bill Evans

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 William Augustine Evans'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

August 25, 2026 - Present

GATEWAY WEALTH PARTNERS, LLC

RIA

CRD#: 322789

Marlborough, CT

Past

August 16, 2010 - September 28, 2012

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

HARTFORD, CT

Past

June 15, 2009 - August 16, 2010

ING INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 21644

HARTFORD, CT

Past

May 12, 2009 - November 20, 2012

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA

CRD#: 106494

NEW YORK, NY

Past

February 27, 2004 - July 24, 2007

VOYA FINANCIAL PARTNERS, LLC

RIA

CRD#: 34815

HARTFORD, CT

Past

November 26, 2002 - July 24, 2007

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

HARTFORD, CT

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".

GATEWAY WEALTH PARTNERS, LLC

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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(8/25/2026)

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.

Exams

General Industry/Product Exam

Series 7

Date: 2/10/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/25/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GATEWAY WEALTH PARTNERS, LLC

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

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 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.

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William A. Evans

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Augustine Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

GATEWAY WEALTH PARTNERS, LLC

VOYA INVESTMENTS DISTRIBUTOR, LLC

ING INVESTMENT MANAGEMENT SERVICES LLC

VOYA INVESTMENT MANAGEMENT CO. LLC

VOYA FINANCIAL PARTNERS, LLC

VOYA FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

GATEWAY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 2/10/2004

Series 6

Date: 11/25/2002

Current Firm

GATEWAY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GATEWAY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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