Gateway Financial Partners


LPL Financial Advisor in Wisconsin

Areas of Focus
  • Retirement planning
Licenses and Registrations
  • Uniform Investment Adviser Law Exam (Series 65*)
  • Uniform Securities State Law Examination (Series 63*)
  • General Securities Representative Exam (Series 7*)

*Licenses Held at LPL Financial

  • University of Wisconsin  (Whitewater) – B.B.A. Finance (Bachelor of Business Administration in Finance)

Contact Information


“Failing to plan is planning to fail”

– Benjamin Franklin

I believe no matter what we do in life, an individual needs to have an objective and put together the plan or steps to get there, without it is more of a dream.


I received my Bachelor of Business Administration degree in Finance with an emphasis on Financial Planning at the University of Wisconsin and have made it a goal to use my knowledge to help others. Currently, I hold my Series 7, Series 63 and Series 65 through LPL Financial, FINRA registration and focus on retirement planning.

With 20 years of experience in the field as a financial advisor, my mission is to be a lifetime resource for each client and offer them comprehensive financial planning and investment services that meet their goals.

Day in my life

Are You On Track for Retirement?

Scroll to Top

Contact Tim