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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsay Anne Kaminski's CRS (Customer Relationship Summary).

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: 2022

Experience

Current

June 14, 2024 - Present

GATEWAY WEALTH PARTNERS, LLC

Office #1: 100 W. Lawrence Street Suite 304, Appleton, WI 54911

RIA

CRD#: 322789

Appleton, WI

Current

June 14, 2024 - Present

LPL FINANCIAL LLC

Office #1: 100 W Lawrence St Ste 304, Appleton, WI 54911

RIA

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".

GATEWAY WEALTH PARTNERS, LLC

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.

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

Arizona
(9/17/2025)

California
(8/27/2024)

Connecticut
(9/17/2025)

District of Columbia
(6/12/2025)

Florida
(6/14/2024)

Georgia
(9/3/2025)

Illinois
(6/14/2024)

Minnesota
(9/5/2025)

Nevada
(9/17/2025)

New York
(7/16/2025)

Ohio
(10/27/2025)

Utah
(6/14/2024)

Wisconsin
(6/14/2024)

IAR

Wisconsin
(6/14/2024)

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

State Security Law Exam

IAR

Series 66

Date: 6/30/2015

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: 5/9/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 9/24/2016

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/20/2016

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

GATEWAY WEALTH PARTNERS, LLC

CRD#: 322789 / SEC#: 801-126635

RIA

Registered Investment Advisory firm - (9/26/2022 Approved)

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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

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GATEWAY WEALTH PARTNERS, LLC WRAP PROGRAM BROCHURE (10/3/2025)

GATEWAY DISCLOSURE BROCHURE (10/3/2025)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Lindsay A. Kaminski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsay Anne Kaminski's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

INVESTMENT CENTERS OF AMERICA, INC.

INVESTMENT CENTERS OF AMERICA, INC.

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

Primary Firm SEC Registration

GATEWAY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/9/2015

Series 4

Date: 9/24/2016

Series 24

Date: 2/20/2016

FINRA

Current Firm

GATEWAY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GATEWAY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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