Winch Financial
44yrs
Top advisor by experience in Appleton
23yrs
William Evans
Full name on record: William Augustine Evans
Financial advisor at Gateway Wealth Partners
William Evans has worked in the financial industry for 23 years and is a financial advisor based in Appleton, Wisconsin. After four years at Voya Investment Management and three years at Voya Financial Partners, William joined Gateway Wealth Partners in 2026, a firm offering financial planning, investment management, and retirement plan consulting. William holds the CFA designation.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office100 W. Lawrence Street Suite 304, Appleton, WI 54911
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$304,435
Advisors at the firm94
States licensed ?1 state
Services through Gateway Wealth Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Aug 2026 – nowGateway Wealth Partners, LLCCurrent firm
- 2009 – 2012Voya Investment Management Co. LLCPreviously
- 2004 – 2007Voya Financial Partners, LLCPreviously
Contact William
(920) 731-9293Gateway Wealth Partners main office 100 W. Lawrence Street Suite 304Appleton, WI 54911Office · Get directions Firm websitewww.thorsenwealth.com
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Questions to ask William
Tailored to William’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Gateway Wealth Partners at (920) 731-9293 and ask for William Evans. William works from the Appleton, WI office.
How long has William been a financial advisor?
William has been in the industry since 2004, about 23 years. More experience than 67% of advisors nationwide.
What licenses does William hold?
No exams are listed on the official record.
Is William a fiduciary?
William is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is William paid?
Gateway Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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