RK
Ryan M. Knapp
GATEWAY WEALTH PARTNERS
WASHINGTON, IL 61571
Some features on this profile are disabled
CRD#: 6838674
RK
Professional summary
Ryan Michael Knapp is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Washington, Illinois and LPL FINANCIAL LLC located in Washington, Illinois.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Ryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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. 01/02/2019 - Wealth Guardian Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/06/2017 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 25% 2 .03/01/2010 - Real Estate Rental - Knapp Holdings LLC - 0% - INVESTMENT RELATED - 1201 S Main St Eureka IL 61530; 116 S. Main St. Eureka IL 61530; 118 S. Main St. Eureka IL 61530 3. 01/10/2019 - Wealth Guardian Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date - 11/06/2017 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 25% - I provide administrative services through Advisors' Pride, Inc., an independent investment advisor firm. I started this business activity in Jan 2019. I expect to spend approximately 80 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. 01/10/2019 - Advisors' Pride, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 11/06/2017 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 50% - I provide administrative services through Advisors' Pride, Inc., an independent investment advisor firm. I started this business activity in Jan 2019. I expect to spend approximately 80 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. 05/12/2021 - Crump Life Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 05/11/2021 - 1 Hours Per Month/1 Hours During Securities Trading 6. 12/6/2022 - Wealth Guardian Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/29/2022 - 57 Hours Per Month/57 Hours During Securities Trading 7. 12/7/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 11/29/2022 - 57 Hours Per Month/57 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 57 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.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Michael Knapp'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 6, 2022 - Present
GATEWAY WEALTH PARTNERS, LLC
Office #1: 126 Eastgate Drive, Washington, IL 61571RIA
CRD#: 322789
WASHINGTON, IL
Current
April 25, 2019 - Present
LPL FINANCIAL LLC
Office #1: 126 Eastgate Dr, Washington, IL 61571RIA
BD
CRD#: 6413
Washington, IL
Past
August 9, 2025 - August 12, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
August 30, 2019 - December 31, 2022
ADVISORS' PRIDE INC.
RIA
CRD#: 170669
Washington, IL
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(9/30/2020)
RR
Arkansas(11/6/2024)
RR
Colorado(11/6/2024)
RR
Florida(11/6/2024)
RR
Illinois(4/25/2019)
IAR
Illinois(10/6/2022)
RR
Indiana(12/7/2022)
RR
Iowa(11/6/2024)
RR
Missouri(10/23/2024)
RR
New Mexico(11/6/2024)
RR
North Carolina(11/1/2024)
RR
Ohio(11/7/2024)
RR
Washington(12/9/2021)
RR
Wisconsin(11/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/25/2019
General Securities Representative ExaminationGeneral 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
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.
