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Jeanann M Kramer

GATEWAY WEALTH PARTNERS

APPLETON, WI

·CRD# 4897459·21 years experience

Professional Summary

Jeanann M Kramer, who also goes by Jeanann Briski, Jeanann M Briski-kramer, Jeanann Marie Kramer, Jeanann Kramer, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Appleton, Wisconsin and LPL FINANCIAL LLC located in Appleton, Wisconsin. Jeanann is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeanann has worked at 8 firms and has passed the Series 66, Series 63,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jeanann Briski, Jeanann M Briski-Kramer, Jeanann Marie Kramer, Jeanann Kramer

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

21 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

July 17, 2020 - Present

ADVISORS' PRIDE INC.·CRD# 170669

RIA

Appleton, WI

July 24, 2020 - December 31, 2022

EDWARD JONES·CRD# 250

RIA

Appleton, WI

April 12, 2019 - July 20, 2020

EDWARD JONES·CRD# 250

BD

Appleton, WI

April 12, 2019 - July 20, 2020

CUSO FINANCIAL SERVICES, L.P.·CRD# 42132

RIA

Appleton, WI

January 16, 2018 - April 8, 2019

CUSO FINANCIAL SERVICES, L.P.·CRD# 42132

BD

Appleton, WI

January 16, 2018 - April 8, 2019

SII INVESTMENTS, INC.·CRD# 2225

RIA

Appleton, WI

November 18, 2010 - January 8, 2018

INVESTMENT CENTERS OF AMERICA, INC.·CRD# 16443

RIA

Appleton, WI

November 18, 2010 - January 8, 2018

SII INVESTMENTS, INC.·CRD# 2225

BD

Appleton, WI

November 18, 2010 - January 8, 2018

INVESTMENT CENTERS OF AMERICA, INC.·CRD# 16443

BD

Appleton, WI

November 18, 2010 - January 8, 2018

U.S. BANCORP INVESTMENTS, INC.·CRD# 17868

RIA

Oshkosh, WI

July 23, 2007 - September 17, 2009

U.S. BANCORP INVESTMENTS, INC.·CRD# 17868

BD

Oshkosh, WI

July 23, 2007 - October 19, 2010

EDWARD JONES·CRD# 250

BD

Berlin, WI

March 8, 2005 - July 11, 2007

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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) 07/17/2020 - Provisions Wealth Planners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/2020 2) 07/27/2020 - Advisors' Pride Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Start Date - 07/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Advisors' Pride Inc., an independent investment advisor firm. I started this business activity in 07/2020. 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. 3) 07/27/2020 - Provisions Wealth Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 07/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 4) 05/23/2022 - Gateway Financial Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/17/2022 - 40 Hours Per Month/40 Hours During Securities Trading 5) 10/19/2022 - ADVISORS PRIDE - DBA: Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 10/14/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 10/2022. 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. 6) 2/2/2023 - Gateway Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/17/2023 - 160 Hours Per Month/40 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 01/2023. 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) 04/04/2024 - Kramer Elite Solutions - Businesss Owner - Not Investment Related - Home Based - Start Date 01/29/2024 - 0 Hours Per Month/ During 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

Alaska
(11/23/2020)

RR

Arizona
(4/6/2026)

RR

California
(7/27/2020)

RR

Florida
(7/27/2020)

RR

Illinois
(7/29/2020)

RR

Kentucky
(10/6/2020)

RR

Maryland
(7/26/2022)

RR

Minnesota
(8/20/2020)

RR

Texas
(7/24/2020)

RR

Virginia
(12/1/2020)

RR

Washington
(7/27/2020)

RR

Wisconsin
(7/17/2020)

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 Nov 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2005About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2010About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jeanann M Kramer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JK

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