Gateway Financial Partners

RICH Stockheimer

CLU® – Financial Advisor in Wisconsin

Areas of Focus
  • Retirement Income Stream Creation
  • Wealth Accumulation
  • Financial Education
  • Personal Finances 
  • Family Financial Risk Management 
Licenses and Registrations
  • Life and Health License
  • Series 63 *
  • Series 65 *
  • Series 7 *

*Held at LPL Financial

Education
  • University of Wisconsin  (River Falls) – BS in Economics

Social Media

Contact Information

110 Packerland Dr STE C3

Green Bay, WI 54303

920.499.4334

rstockheimer@mygfpartner.com

LIFE PHILOSOPHY

“I’m different than other advisors. I do better when you do better, I do worse when you do worse”

Experience

With over 28 years of experience in the financial industry and helping clients work towards their goals, I have a great understanding of what an individual needs to feel financially free. I have also seen the ups and downs of several market cycles which have allowed me to learn more on how to be there for my clients during difficult times and be prepared for anything.

I received my Bachelor of Science from the University of Wisconsin where I majored in Economics. Currently, I hold my Series 7, Series 63 and Series 65 through LPL Financial, FINRA registration. As a financial advisor, I focus on building retirement income streams, accumulating wealth, managing personal finances, risk management for families and much more. I take great pride in being a resource my clients can rely on to answer their worries and someone who can help them think more confidently. Everyone has a different definition of financial freedom, my role is to help you figure out what that means for you and to be there as a guide on your journey to your personal finish line.

Day in my life

Scroll to Top