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LPL OSJ Gateway Financial Partners Introduces Equity Ownership Program

Gateway will take a 15-20% revenue stake in the advisor’s practice, in exchange for cash and equity in the firm's holding company.

LPL OSJ Hires John Johnson to Lead Corporate Strategy

OSJs Under Pressure to Do More

Glastonbury s Gateway Financial acquires Wisconsin advisory firm

Glastonbury’s Gateway Financial Partners has acquired an out-of-state firm in a deal expected to create a combined company with $4 billion in assets under management. Gateway said it acquired Advisors’ Pride, a registered investment advisory business headquartered in Appleton, Wisconsin, southwest of Green Bay. Financial details were not disclosed. As a combined entity, Gateway will now be co-headquartered in Glastonbury and Appleton, officials said. Eric Hall, who had served as president of Advisors’ Pride, has been named president of Gateway.

One LPL Super OSJ Acquires Another

Connecticut-based Gateway Financial Partners' founder sees an opportunity to buy more OSJs, and may seek a capital partner, he says.

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