JK
Jeanann M. Kramer
GATEWAY WEALTH PARTNERS
Appleton, WI 54911
Some features on this profile are disabled
CRD#: 4897459
JK
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, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeanann Briski | Jeanann M Briski-Kramer | Jeanann Marie Kramer | Jeanann Kramer
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
CRS (Client Relationship Summary) - RIA
Click below to view Jeanann M Kramer'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: 100 W. Lawrence Street Suite 304, Appleton, WI 54911RIA
CRD#: 322789
Appleton, WI
Current
July 17, 2020 - Present
LPL FINANCIAL LLC
Office #1: 100 W Lawrence St Ste 304, Appleton, WI 54911RIA
BD
CRD#: 6413
Appleton, WI
Past
July 24, 2020 - December 31, 2022
ADVISORS' PRIDE INC.
RIA
CRD#: 170669
APPLETON, WI
Past
April 12, 2019 - July 20, 2020
EDWARD JONES
RIA
CRD#: 250
APPLETON, WI
Past
April 12, 2019 - July 20, 2020
EDWARD JONES
BD
CRD#: 250
APPLETON, WI
Past
January 16, 2018 - April 8, 2019
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
Appleton, WI
Past
January 16, 2018 - April 8, 2019
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
Appleton, WI
Past
November 18, 2010 - January 8, 2018
SII INVESTMENTS, INC.
RIA
CRD#: 2225
APPLETON, WI
Past
November 18, 2010 - January 8, 2018
INVESTMENT CENTERS OF AMERICA, INC.
RIA
CRD#: 16443
APPLETON, WI
Past
November 18, 2010 - January 8, 2018
SII INVESTMENTS, INC.
BD
CRD#: 2225
APPLETON, WI
Past
November 18, 2010 - January 8, 2018
INVESTMENT CENTERS OF AMERICA, INC.
BD
CRD#: 16443
APPLETON, WI
Past
July 23, 2007 - September 17, 2009
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
OSHKOSH, WI
Past
July 23, 2007 - October 19, 2010
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
OSHKOSH, WI
Past
March 8, 2005 - July 11, 2007
EDWARD JONES
BD
CRD#: 250
BERLIN, WI
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
Alaska(11/23/2020)
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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.
