JZ
Justin J. Zoromski
GATEWAY WEALTH PARTNERS
Eau Claire, WI 54703
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CRD#: 6110336
JZ
Professional summary
Justin John Zoromski is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Eau Claire, Wisconsin and LPL FINANCIAL LLC located in Wausau, Wisconsin.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Justin has worked at 5 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Justin John Zoromski'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 7, 2022 - Present
GATEWAY WEALTH PARTNERS, LLC
Office #1: 3300 Birch Street Suite 2b, Eau Claire, WI 54703RIA
CRD#: 322789
Eau Claire, WI
Current
December 17, 2014 - Present
LPL FINANCIAL LLC
Office #1: 151577 Kingfisher Lane Ste B, Wausau, WI 54401Office #2: 3300 Birch St., Ste 2b, Eau Claire, WI 54703RIA
BD
CRD#: 6413
Wausau, WI
Past
May 21, 2019 - December 31, 2022
ADVISORS' PRIDE INC.
RIA
CRD#: 170669
Eau Claire, WI
Past
December 26, 2014 - May 6, 2019
GREAT VALLEY ADVISOR GROUP, LLC
RIA
CRD#: 123913
ALTOONA, WI
Past
November 26, 2013 - December 24, 2014
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
EAU CLAIRE, WI
Past
March 11, 2013 - December 24, 2014
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
EAU CLAIRE, 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(10/16/2019)
RR
Colorado(8/22/2023)
RR
Florida(8/22/2023)
RR
Illinois(8/22/2023)
RR
Iowa(8/22/2023)
RR
Kentucky(8/22/2023)
RR
Michigan(8/20/2019)
RR
Minnesota(12/17/2014)
RR
North Carolina(8/21/2019)
RR
South Carolina(12/2/2025)
RR
Wisconsin(12/17/2014)
IAR
Wisconsin(10/7/2022)
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
Registered Investment Advisory firm - (9/26/2022 Approved)PREMIUM
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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 (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,702 |
| AUM (Assets Under Management) | $ 1,249,772,416 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GATEWAY WEALTH PARTNERS, LLC
CRD#: 322789Eau Claire, WI 54703TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
