Madelyn A. Dobbe

GATEWAY FINANCIAL & ESTATE PLANNING

LEHI, UT 84043

CRD#: 8155395

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Professional summary

Madelyn Annemiek Dobbe is a registered financial advisor currently at GATEWAY FINANCIAL & ESTATE PLANNING, INC. located in Lehi, Utah.

Madelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Madelyn has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Madelyn Annemiek Dobbe'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®

None

Experience

Current

August 28, 2025 - Present

GATEWAY FINANCIAL & ESTATE PLANNING, INC.

Office #1: 2901 Bluegrass Blvd. Suite 200, Lehi, UT 84043

RIA

CRD#: 144741

LEHI, UT

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.

Highlighted states indicate IAR registrations

IAR

California
(3/12/2026)

IAR

Florida
(12/15/2025)

IAR

Maryland
(8/28/2025)

IAR

New York
(4/30/2026)

IAR

Texas
(3/5/2026)

IAR

Utah
(8/29/2025)

IAR

Virginia
(3/12/2026)

IAR

Wyoming
(1/2/2026)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/26/2025

Uniform Investment Adviser Law Examination

Current Firm

GATEWAY FINANCIAL & ESTATE PLANNING, INC.

CRD#: 144741 / SEC#:

Arizona

Registered Investment Advisory firm - (10/9/2019 Approved)

California

Registered Investment Advisory firm - (10/24/2022 Approved)

Florida

Registered Investment Advisory firm - (4/11/2025 Approved)

Idaho

Registered Investment Advisory firm - (11/2/2007 Approved)

Indiana

Registered Investment Advisory firm - (3/18/2025 Approved)

Maryland

Registered Investment Advisory firm - (7/1/2025 Approved)

Nevada

Registered Investment Advisory firm - (1/10/2023 Approved)

New York

Registered Investment Advisory firm - (4/11/2025 Approved)

Oregon

Registered Investment Advisory firm - (1/5/2022 Approved)

Texas

Registered Investment Advisory firm - (3/11/2021 Conditional Restricted)

Utah

Registered Investment Advisory firm - (10/29/2008 Approved)

Virginia

Registered Investment Advisory firm - (8/12/2025 Approved)

Washington

Registered Investment Advisory firm - (5/17/2021 Approved)

Wyoming

Registered Investment Advisory firm - (1/2/2026 Approved)

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Contact information

Main Address

Pocatello, ID

Mailing Address

Phone number

(208) 233-4182

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Madelyn A. Dobbe

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madelyn Annemiek Dobbe's CRS (Customer Relationship Summary).

Certified licenses

Experience

GATEWAY FINANCIAL & ESTATE PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/26/2025

Current Firm

GATEWAY FINANCIAL & ESTATE PLANNING, INC.

Contact information

Documents

Red Flags

Company Information

GATEWAY FINANCIAL & ESTATE PLANNING, INC.

TRUST BUT VERIFY

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