EB
Erik E. Brenn
GATEWAY WEALTH PARTNERS
Menasha, WI 54952
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CRD#: 6567477
EB
Professional summary
Erik Eldor Brenn, who also goes by Erik Brenn, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Menasha, Wisconsin and LPL FINANCIAL LLC located in Menasha, Wisconsin.
Erik is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Erik has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erik Brenn
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. 02/14/2018 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business); registered representative of a broker dealer. 2. 02/14/2018 - BEEM MANAGEMENT GROUP, LLC - Not Investment Related - 3232 South Solitude Lane, Appleton WI 54915 - Real Estate Rental - Owner - Start Date 04/2005 - 8 Hours Per Month/0 Hours During Securities Trading. 3. 02/14/2018 - No Business Name - Not Investment Related - 418-420 Washington St, Grafton, WI 53024 - Real Estate Rental - Owner - Start Date 03/2005 - 0 Hours Per Month/0 Hours During Securities Trading. 4. 02/14/2018 - THE MCCLONE AGENCY, INC - Investment Related - Insurance Agency - Chief Financial Officer - Start Date 12/2007 - 160 Hours Per Month/160 Hours During Securities Trading - Life, Health, Disability, Long Term Care, Property/Casualty. 5. 11/22/2022 - JCB Management Group, LLC - Investment Related - Sheboygan, WI 53081 - Real Estate Rental - Co-Owner - Start Date - 02/19/2021 - 1 Hours Per Month/0 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Erik Eldor Brenn'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
June 2, 2025 - Present
GATEWAY WEALTH PARTNERS, LLC
Office #1: 150 Main Street Suite 300, Menasha, WI 54952RIA
CRD#: 322789
Menasha, WI
Current
February 14, 2018 - Present
LPL FINANCIAL LLC
Office #1: 150 Main St Ste 300, Menasha, WI 54952RIA
BD
CRD#: 6413
Menasha, WI
Past
February 14, 2018 - October 28, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
MENASHA, WI
Past
August 3, 2016 - February 14, 2018
SII INVESTMENTS, INC.
RIA
CRD#: 2225
MENASHA, WI
Past
August 3, 2016 - February 14, 2018
SII INVESTMENTS, INC.
BD
CRD#: 2225
MENASHA, WI
Past
January 7, 2016 - August 16, 2016
PACKERLAND BROKERAGE SERVICES, INC.
RIA
CRD#: 37031
Menasha, WI
Past
November 23, 2015 - August 16, 2016
PACKERLAND BROKERAGE SERVICES, INC.
BD
CRD#: 37031
Menasha, 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
Florida(2/14/2018)
RR
Illinois(2/14/2018)
RR
Michigan(2/14/2018)
RR
Wisconsin(2/14/2018)
IAR
Wisconsin(6/2/2025)
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)Upgrade to AdvisorCheck 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 (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
CRD#: 322789Menasha, WI 54952TRUST BUT VERIFY
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