Joel W. Milam

GATEWAY WEALTH PARTNERS

MIDLAND, TX 79705

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CRD#: 6646382

Professional summary

Joel Wesley Milam is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Midland, Texas and LPL FINANCIAL LLC located in Midland, Texas.

Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Joel has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Wesley Milam'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®

None

Experience

Current

February 14, 2023 - Present

GATEWAY WEALTH PARTNERS, LLC

Office #1: 4305 N. Garfield Street 260, Midland, TX 79705

RIA

CRD#: 322789

MIDLAND, TX

Current

December 18, 2017 - Present

LPL FINANCIAL LLC

Office #1: 4305 N Garfield St Ste 260, Midland, TX 79705

RIA

CRD#: 6413

MIDLAND, TX

Past

October 14, 2019 - July 13, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

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

Texas
(9/10/2019)

IAR

Texas
(2/14/2023)

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 65

Date: 10/11/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/5/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2017

General Securities Representative 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.

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Joel W. Milam

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Wesley Milam's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

GATEWAY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2019

Series 63

Date: 9/5/2019

SIE

Date: 10/1/2018

Series 7

Date: 12/18/2017

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

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