Gateway Wealth Management

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

211 S River Ridge Cir Ste 101, Burnsvill...

Phone Number

(952) 777-2096

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Gateway Wealth Management

Gateway Wealth Management, LLC is an independent investment services firm based in Burnsville, Minnesota, founded by Aaron Putman, CFP, who has over 24 years of experience. The firm specializes in retirement planning, investment management, inheritance planning, estate planning, and business planning. They prioritize integrity, wisdom, stewardship, and authenticity in their approach to wealth management. Their intended clients include individuals seeking comprehensive financial planning and investment services.Explore more
Popular SearchesGateway Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gateway Wealth Management

<$5M
1-10
Private
-
2018
N/A
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
1-10
Private
-
2014
KH
Kerrie HaggartyPara-Planner and Administrator Supervisor
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2009
DZ
David ZofnessPresident & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Gateway Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Gateway Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gateway Wealth Management.

Gateway Wealth Management Tech Stack

A closer look at the technologies used by Gateway Wealth Management

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Frequently Asked Questions Regarding Gateway Wealth Management

What is Gateway Wealth Management's official website?
Gateway Wealth Management's official website is www.gatewaywealthmgt.com
What is Gateway Wealth Management's Revenue?
Gateway Wealth Management's revenue is <$5 Million
What is Gateway Wealth Management's SIC code?
Gateway Wealth Management's SIC: 62,628
What is Gateway Wealth Management's NAICS code?
Gateway Wealth Management's NAICS: 52,523
How many employees does Gateway Wealth Management have?
Gateway Wealth Management has 1-10 employees
What industry does Gateway Wealth Management belong to?
Gateway Wealth Management is in the industry of: Finance, Securities Trading
What is Gateway Wealth Management competition?
Gateway Wealth Management top competitors include: Ratcliff Financial Services, RZA Wealth Management, Monument Retirement & Wealth Advisory, Young Wealth Management
What technology does Gateway Wealth Management use?
Some of the popular technologies that Gateway Wealth Management uses are: DocuSign, Sentry, Google Cloud Web Serving, Google Cloud Platform
How do I contact Gateway Wealth Management?
Gateway Wealth Management contact info: Phone number: (952) 777-2096 Website: www.gatewaywealthmgt.com
What does Gateway Wealth Management do?

Gateway Wealth Management, LLC is an independent investment services firm based in Burnsville, Minnesota, founded by Aaron Putman, CFP, who has over 24 years of experience. The firm specializes in retirement planning, investment management, inheritance planning, estate planning, and business planning. They prioritize integrity, wisdom, stewardship,... and authenticity in their approach to wealth management. Their intended clients include individuals seeking comprehensive financial planning and investment services.Read More

Is Gateway Wealth Management a public company?
Gateway Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Gateway Wealth Management

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