CM
Charles J. Minahan
GATEWAY WEALTH PARTNERS
Glastonbury, CT 06033
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CRD#: 5095968
CM
Professional summary
Charles Joseph Minahan, who also goes by Chuck Minahan, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Glastonbury, Connecticut and LPL FINANCIAL LLC located in Glastonbury, Connecticut.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Charles has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chuck Minahan
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. 11/29/2017 - GATEWAY FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - FINANCIAL SERVICES - AGENT - Start Date 5/3/2013 - 60 Hours Per Month/ During Securities Trading - Time Spent 100% 2. 05/26/2023 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/03/2023 - 5 Hours Per Month/ During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 04/2023. I expect to spend approximately 5 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)10/14/2025 - Charles Minahan - Investment Related - Real Estate Rental - Jeffersonville, VT - Start Date:10/10/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Joseph Minahan'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
April 5, 2023 - Present
GATEWAY WEALTH PARTNERS, LLC
Office #1: 455 Winding Brook Drive, Glastonbury, CT 06033RIA
CRD#: 322789
Glastonbury, CT
Current
November 29, 2017 - Present
LPL FINANCIAL LLC
Office #1: 455 Winding Brook Drive, Glastonbury, CT 06033RIA
BD
CRD#: 6413
Glastonbury, CT
Past
November 29, 2017 - April 4, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
May 14, 2013 - November 29, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
GLASTONBURY, CT
Past
May 14, 2013 - November 29, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
GLASTONBURY, CT
Past
January 27, 2009 - May 13, 2013
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
HARTFORD, CT
Past
January 27, 2009 - May 13, 2013
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
HARTFORD, CT
Past
May 24, 2006 - January 29, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
EAST HARTFORD, CT
Past
April 28, 2006 - January 29, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
EAST 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".
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(11/29/2017)
RR
California(11/29/2017)
RR
Colorado(8/11/2021)
RR
Connecticut(11/29/2017)
IAR
Connecticut(4/5/2023)
RR
Delaware(1/5/2021)
RR
Florida(11/29/2017)
RR
Georgia(8/11/2021)
RR
Illinois(2/23/2021)
RR
Louisiana(8/26/2021)
RR
Maine(11/29/2017)
RR
Maryland(11/29/2017)
RR
Massachusetts(11/29/2017)
RR
Michigan(8/11/2021)
RR
Minnesota(2/23/2021)
RR
New Hampshire(11/4/2021)
RR
New Jersey(8/11/2021)
RR
New York(6/29/2021)
RR
North Carolina(10/20/2022)
RR
Pennsylvania(8/11/2021)
RR
Rhode Island(11/29/2017)
RR
South Carolina(8/23/2021)
RR
Texas(8/23/2021)
RR
Utah(2/23/2021)
RR
Vermont(11/29/2017)
RR
Virginia(8/11/2021)
RR
Washington(11/29/2017)
RR
West Virginia(5/31/2022)
Exams
State Security Law 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
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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.
Company Information
GATEWAY WEALTH PARTNERS, LLC
CRD#: 322789Glastonbury, CT 06033TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
