TB
Tyler R. Boling
GATEWAY WEALTH PARTNERS
Estes Park, CO 80517
Some features on this profile are disabled
CRD#: 6388798
TB
Professional summary
Tyler Reed Boling, AIF® is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Estes Park, Colorado and LPL FINANCIAL LLC located in Estes Park, Colorado.
Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Tyler has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
1- 11/2022 / Gateway Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / Estes Park, CO 2- 11/2012 / Non-Variable Insurance / Investment Related / Estes Park, CO 3- 11/22/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 11/2022 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 40 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- 11/22/2022 - Gateway Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 11/2022 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 40 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. 5- 11/15/2024 - Valhalla Insurance Group LLC - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 09/03/2024 - 25 Hours Per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Reed Boling'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®
Experience
Current
November 21, 2022 - Present
GATEWAY WEALTH PARTNERS, LLC
Office #1: 363 E. Elkhorn Ave. Suite 308, Estes Park, CO 80517Office #2: 1690 Broadway, Building 19 Ste. 10, Fort Wayne, IN 46802RIA
CRD#: 322789
Estes Park, CO
Current
November 17, 2022 - Present
LPL FINANCIAL LLC
Office #1: 363 E Elkhorn Ave Suite 308, Estes Park, CO 80517RIA
BD
CRD#: 6413
Estes Park, CO
Past
February 29, 2016 - November 17, 2022
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
Bristol, CT
Past
December 2, 2015 - November 17, 2022
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
Bristol, CT
Past
April 9, 2015 - November 17, 2015
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
FARMINGTON, 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(10/9/2023)
RR
California(10/9/2023)
RR
Colorado(11/17/2022)
IAR
Colorado(12/5/2023)
RR
Connecticut(11/17/2022)
IAR
Connecticut(11/21/2022)
RR
Florida(11/17/2022)
RR
Indiana(9/19/2023)
IAR
Indiana(9/25/2023)
RR
Maryland(11/17/2022)
RR
Massachusetts(11/17/2022)
RR
Minnesota(9/19/2023)
RR
Nevada(10/9/2023)
RR
New Hampshire(11/17/2022)
RR
New York(11/17/2022)
RR
North Carolina(11/17/2022)
RR
Ohio(9/20/2023)
RR
Rhode Island(11/17/2022)
RR
South Carolina(11/17/2022)
RR
Texas(11/17/2022)
RR
Utah(11/17/2022)
RR
Washington(11/17/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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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#: 322789Estes Park, CO 80517TRUST BUT VERIFY
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