David M. Foster

GATEWAY WEALTH MANAGEMENT

Saint Louis, MO 63117

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CRD#: 5490194

Professional summary

David Michael Foster, CFP® is a registered financial advisor currently at GATEWAY WEALTH MANAGEMENT, LLC located in Saint Louis, Missouri.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.

Licensed Insurance Agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Foster'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

May 25, 2023 - Present

GATEWAY WEALTH MANAGEMENT, LLC

Office #1: 1034 S. Brentwood Blvd Ste 1603, Saint Louis, MO 63117

RIA

CRD#: 323278

Saint Louis, MO

Past

May 7, 2014 - September 15, 2023

CORNERSTONE WEALTH MANAGEMENT, LLC

RIA

CRD#: 164666

DES PERES, MO

Past

April 23, 2014 - October 2, 2023

LPL FINANCIAL LLC

CRD#: 6413

ST LOUIS, MO

Past

August 29, 2008 - April 24, 2014

EDWARD JONES

RIA

CRD#: 250

MARYLAND HEIGHTS, MO

Past

August 15, 2008 - April 24, 2014

EDWARD JONES

CRD#: 250

MARYLAND HEIGHTS, MO

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

Illinois
(6/21/2024)

IAR

Missouri
(9/14/2023)

IAR

Texas
(5/25/2023)

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

State Security Law Exam

IAR

Series 66

Date: 8/28/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2008

General Securities Representative Examination

Current Firm

GATEWAY WEALTH MANAGEMENT, LLC

CRD#: 323278 / SEC#:

Illinois

Registered Investment Advisory firm - (6/21/2024 Approved)

Missouri

Registered Investment Advisory firm - (9/14/2023 Approved)

Texas

Registered Investment Advisory firm - (5/16/2023 Conditional Restricted)

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Contact information

Main Address

1034 S. Brentwood Blvd Ste 1603, Saint Louis, MO 63117

Mailing Address

Phone number

(314) 349-2711

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	139
AUM (Assets Under Management)	$ 36,335,333

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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David M. Foster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Foster's CRS (Customer Relationship Summary).

Certified licenses

Experience

GATEWAY WEALTH MANAGEMENT, LLC

CORNERSTONE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2008

SIE

Date: 10/1/2018

Series 7

Date: 8/14/2008

Current Firm

GATEWAY WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GATEWAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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