Bryce Kostman
Financial advisor at Gateway Wealth Partners, LLC
Last updated 2026-10-10
Claim your profileBryce Kostman is a financial advisor at Gateway Wealth Partners, LLC, CRD 7663348. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2024-08-26.
Registration
- CRD number
- 7663348
- Registration status
- Active
- IAPD registration
- 2024-08-26
- Industry Experience
- 2 years
- Work Experience
- 16 years
- States registered
- WI
Licenses and exams
- Series 63
- Series 65
Work history
- 2020-05 to 2022-08 · The Boat Center · Chippewa Falls, WI
- 2019-08 to 2020-02 · Gander Outdoors · Eau Claire, WI
- 2010-09 to 2024-05 · Student · Eau Claire, WI
- 2023-02 to 2024-03 · Northwestern Mutual Life Insurance Company · Milwaukee, WI
- 2023-10 to 2024-03 · Northwestern Mutual Investment Services LLC · Onalaska, WI
- 2024-05 to 2026-02 · Mutual of Omaha Insurance Company · La Crosse, WI
- 2024-06 to 2026-02 · Mutual of Omaha Investor Services · La Crosse, WI
- 2025-10 to 2026-01 · Kwik Trip · La Crosse, WI
- 2026-02 to Present · Lpl Financial LLC · Eau Claire, WI
- 2026-02 to Present · Gateway Wealth Partners, LLC · Appleton, WI
Current employment
- Gateway Wealth Partners, LLC · Appleton, WI
Gateway Wealth Partners, LLC
- Regulatory AUM
- $2,278,835,584
- Registered advisors
- 101
- Offices
- 81
- Clients per advisor
- 73.1 (Moderate)
- Average AUM per client
- $308.7K (Low)
- High-net-worth client ratio
- 21.7% (Moderate)
Gateway Wealth Partners, LLC: advisors, services and reported ETF investments
About
Bryce Kostman is a financial advisor at Gateway Wealth Partners, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 2 years of industry experience and 16 years of reported work history. Reported roles include Lpl Financial LLC, Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, Kwik Trip, among others.
SEC disclosures list additional business and community activities: 1: 02/12/2026; investment products and services are offered through lpl financial llc using the dba/trade name gateway financial partners; investment related; at reported business location(s); start date 02/05/2026; 160hrs/mth; 160hrs during trading 2; 02/12/2026; investment products and services are offered through lpl financial llc using the dba/trade name integrated wealth partners; investment related; at reported business location(s); start date 02/05/2026; 160hrs/mth; 160hrs during trading 3.
Gateway Wealth Partners, LLC's firm-level Form ADV reports 101 advisors across 81 offices; approximately 73.1 clients per advisor, average assets per client of $308,702, and regulatory AUM of $2.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.2B across 417 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Bryce Kostman personally.
Reported ETF positions
Gateway Wealth Partners reports 417 ETF positions worth $1.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $59.3M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $36.5M |
| MGK — Vanguard Morningstar Mega Cap Growth ETF | $21.6M |
| SPY — SPDR S&P 500 ETF TRUST | $21.4M |
| AIRR — First Trust RBA American Industrial Renaissance ETF | $21.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Gateway Wealth Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $12.3M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $3.5M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $3M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Gateway Wealth Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
Contact
The firm's filed contact details.
- Phone: (920) 731-9293
- Website: thorsenwealth.com
Official record
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