IMPORTANT DISCLOSURE INFORMATION
LPL Financial registered representative with Gatewood Wealth Solutions ("GWS") are located in Saint Louis, MO. GWS and its representatives comply with the current filing requirements imposed upon LPL Financial by those states in which GWS maintains clients. GWS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. GWS's website is limited to disseminating general information about its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of GWS's website on the Internet should not be construed by any consumer and/or prospective client as GWS's solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Any subsequent direct communication by GWS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information about the registration status of GWS, please contact LPL Financial or the state securities regulators for those states in which GWS maintains a notice filing. A copy of GWS's current written disclosure statement discussing GWS's business operations, services, and fees are available from GWS upon written request. GWS does not make any representations or warranties about the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the GWS website or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.
Certain portions of GWS's website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to GWS (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer reflect current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from GWS or any other investment professional. GWS is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.
A client or prospective client should not construe rankings and/or recognition by unaffiliated rating services and/or publications as a guarantee that he/she will experience a certain level of results if GWS is engaged or continues to be involved in providing investment advisory services, nor should it be construed as a current or past endorsement of GWS by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. GWS never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Top 1,200 State by State (2020)
Disclosure: "Barron's - Top 1,200 State by State is based on Assets Under Management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work."
The Financial Times
FT400 Top Financial Advisers (2020)
Disclosure: "Financial Times 400 Top Financial Adviser minimum criteria: Financial advisors managing at least $300 million in assets and more than 10 years' experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials, and online accessibility."
Certified SmartAsset St. Louis Advisor (2021)
Disclosure: "SmartAsset.com IS NOT INTENDED TO PROVIDE LEGAL, TAX OR FINANCIAL ADVICE. SmartAsset IS NOT A FINANCIAL PLANNER, BROKER OR TAX ADVISOR. The Service is intended only to assist you in your understanding of financial organization and decision-making and is broad in scope. Your personal financial situation is unique, and any information and investing strategies obtained through SmartAsset.com may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who is fully aware of your individual circumstances. We'll say this: We don't expect you pay us a share of your gains when we put you onto a good investment. SIMILARLY, WE ARE NOT LIABLE FOR ANY ACTION YOU TAKE OR FAIL TO TAKE BASED UPON INFORMATION YOU RECEIVED THROUGH THE SITE, APPS OR SERVICES AND SPECIFICALLY WE ARE NOT LIABLE FOR ANY LOSSES YOU SUFFER AS A RESULT OF ANY SUCH ACTION OR INACTION. The Site, Apps and Services are provided as a convenience and is not intended to be used to replace any other decisioning method or tool that you use and should not be used to provided financial services to third parties, such as clients or customers."