Lindsay A. Kaminski
GATEWAY WEALTH PARTNERS | Financial Advisor
Appleton, WI 54911
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CRD#: 5522080
Professional summary
Lindsay Anne Kaminski, CFP®, who also goes by Lindsay A Kaminski, Lindsay Anne Roberson, Lindsay Roberson, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Appleton, Wisconsin and LPL FINANCIAL LLC located in Appleton, Wisconsin.
Lindsay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Lindsay has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Lindsay A Kaminski | Lindsay Anne Roberson | Lindsay Roberson
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) 06/07/2024 - Bell Locksmith LLC - Business Owner - Locksmith - WI 54952 - Non investment related - 8 Hours per month - Start date: 06/30/2022. 2) 06/07/2024 - Gateway Financial Partner - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 06/21/2024 - Gateway Wealth Partners LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 6/14/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 06/2024. 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. 4) 12/13/2024- Bell Locksmith, LLC- Other - Borrower of a Loan- Not INV Related- Home based- Start date 11/01/2022- 10 HRS Per MTH
CRS (Client Relationship Summary) - RIA
Click below to view Lindsay Anne Kaminski'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®
Start date: 2022
Experience
Current
June 14, 2024 - Present
GATEWAY WEALTH PARTNERS, LLC
Office #1: 100 W. Lawrence Street Suite 304, Appleton, WI 54911RIA
CRD#: 322789
Appleton, WI
Current
June 14, 2024 - Present
LPL FINANCIAL LLC
Office #1: 100 W Lawrence St Ste 304, Appleton, WI 54911RIA
BD
CRD#: 6413
Appleton, WI
Past
November 4, 2021 - June 18, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GREEN BAY, WI
Past
November 4, 2021 - June 18, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GREEN BAY, WI
Past
January 9, 2017 - November 18, 2021
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
APPLETON, WI
Past
January 9, 2017 - November 18, 2021
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
APPLETON, WI
Past
March 3, 2016 - December 27, 2016
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
Appleton, WI
Past
March 3, 2016 - December 27, 2016
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
July 6, 2015 - December 27, 2016
INVESTMENT CENTERS OF AMERICA, INC.
RIA
CRD#: 16443
APPLETON, WI
Past
July 6, 2015 - December 27, 2016
INVESTMENT CENTERS OF AMERICA, INC.
BD
CRD#: 16443
APPLETON, WI
Past
July 1, 2015 - December 27, 2016
SII INVESTMENTS, INC.
RIA
CRD#: 2225
APPLETON, WI
Past
May 9, 2015 - December 27, 2016
SII INVESTMENTS, INC.
BD
CRD#: 2225
APPLETON, 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
Arizona(9/17/2025)
RR
California(8/27/2024)
RR
Connecticut(9/17/2025)
RR
District of Columbia(6/12/2025)
RR
Florida(6/14/2024)
RR
Georgia(9/3/2025)
RR
Illinois(6/14/2024)
RR
Minnesota(9/5/2025)
RR
Nevada(9/17/2025)
RR
New York(7/16/2025)
RR
Ohio(10/27/2025)
RR
Utah(6/14/2024)
RR
Wisconsin(6/14/2024)
IAR
Wisconsin(6/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
Company Information
GATEWAY WEALTH PARTNERS, LLC
Financial AdvisorCRD#: 322789Appleton, WI 54911TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
