Rockgate Financial Partners

Description

Address: 17300 Dallas Pkwy Suite #1000, Dallas, TX 75248 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (405) 478-7700: : : Website: : Place name: : Category: : Website: http://www.rockgatefinancial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Rockgate Financial Partners Posting publicly on the Web Write a review Reviews Be the first to review

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Rockgate Financial Partners Employees

Employee
Years
Job
Industry
Tyler McKay Tyler McKay Fayetteville, Arkansas Details
Tyler McKay's Rockgate Financial Partners Experience June 2015 - August 2015
Job Business Finance Student Minoring in Economics and Political Science at University of Arkansas
Industry Financial Services
Experience
Morgan Stanley  June 2015 - August 2015
Rockgate Financial Partners   June 2015 - August 2015
Lifetime Strategies Group   July 2014 - August 2014

Education
University of Arkansas   2013 — 2017
Bachelor of Business Administration (BBA), Finance, General with a minor in Political Science

Brett McGee, CLTC Brett McGee, CLTC Oklahoma City, Oklahoma Details
Brett McGee, CLTC's Rockgate Financial Partners Experience May 2014 - Present
Job Registered Representative at Rockgate Financial Partners
Industry Financial Services
Experience
Rockgate Financial Partners   May 2014 - Present
Putnam City Schools  September 2011 - May 2014
Rakvere Tarvas   August 2010 - May 2011
Kuremaa Palliklubi   September 2009 - May 2010
Sports City University   May 2003 - September 2009

Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Retirement Income..., Retirement Planning, Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Medicare Supplements, Medicare Advantage, Small Business..., Buy-sell Agreements, Succession Planning, Estate Planning, Voluntary Employee..., Financial Planning, Investments, 401k Rollovers, Qualified Retirement..., IRAs, Mutual Funds, College Savings Plans, Networking, Deferred Compensation, Employee Benefits, Employee Stock Options, Tax-advantaged..., Leadership, Health Insurance, Executive Benefit..., Series 6, Series 63, Retirement

Education
Mount Mercy University   2007 — 2008
Bachelor of Arts (B.A.), History

University of Central Oklahoma   2006 — 2007

St. Gregorys University   2005 — 2006

Vanguard University of Southern California   2003 — 2005

Justin Hicks Justin Hicks Dallas/Fort Worth Area Details
Justin Hicks's Rockgate Financial Partners Experience January 2014 - Present
Job Registered Representative at RockGate Financial Partners
Industry Financial Services
Experience
Rockgate Financial Partners   January 2014 - Present
Lifetime Strategies Group   August 2011 - January 2014
Motheral Printing Co.   April 2008 - July 2011
Sprint Press   September 2007 - April 2008
AmeriCredit  February 2007 - September 2007
AmeriCredit  December 2005 - February 2007
Discount Tire Company  March 1999 - December 2005

Skills
Financial Services, Life Insurance, Term Life Insurance, Permanent Life Insurance, College Funding..., Retirement Solutions, Long Term Care Insurance, Disability Insurance, Traditional IRA, Roth IRA

Education
The University of Texas at Arlington   1999 — 2005
BBA, Finance

Mansfield High School   1995 — 1999
1999

Stephen M. Clark Stephen M. Clark Dallas, Texas Details
Stephen M. Clark's Rockgate Financial Partners Experience June 2014 - Present
Job Unit Manager at RockGate Financial Partners
Industry Financial Services
Experience
RockGate Financial Partners   June 2014 - Present

Education
Oklahoma State University   2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance

Texas Tech University   2009 — 2010

David Limerick David Limerick Mckinney, Texas Details
David Limerick's Rockgate Financial Partners Experience August 2012 - November 2014
Job Financial Consultant
Industry Financial Services
Experience
Xceed Wealth Management Group   December 2014 - Present
Holy Spirit Ministries International   August 1993 - Present
Rockgate Financial Partners   August 2012 - November 2014
NICK CAMPBELL FINANCIAL GROUP   July 2008 - August 2012
LIMERICK INSURANCE   February 2006 - August 2008

Skills
Insurance, Investments, Financial Services, Investment Management, Financial Advisory

Education
Rhema Bible Training Center   1990 — 1992
CERTIFICATE OF COMPLETION, Bible/Biblical Studies

Mississippi State University   1987 — 1989
Bachelor of Business Administration (B.B.A.), MANAGEMENT/MARKETING

Alan P. Niemann, CLU, ChFC Alan P. Niemann, CLU, ChFC Oklahoma City, Oklahoma Details
Alan P. Niemann, CLU, ChFC's Rockgate Financial Partners Experience July 2014 - Present
Job Managing Partner at ROCKGATE Financial Partners
Industry Financial Services
Experience
ROCKGATE Financial Partners   July 2014 - Present
John Hancock Financial Services  May 1999 - July 2014
MONY  August 1990 - May 1999
MONY  December 1983 - August 1990
The Delta Chi Fraternity, Inc.   June 1982 - June 1983

Skills
Management, Strategic Planning, Customer Service, Leadership, Business Strategy, Project Management, Sales, Business Development, Strategy, Marketing

Education
Oklahoma State University   1978 — 1982
Bachelor of Science (BS), Farm/Farm and Ranch Management

The American College
Chartered Financial Consultant and Chartered Life Underwriter, Financial Planning and Services

Anne Salick Anne Salick Dallas/Fort Worth Area Details
Anne Salick's Rockgate Financial Partners Experience February 2012 - Present
Job Financial Planner
Industry Financial Services
Experience
Rockgate Financial Partners   February 2012 - Present
Principal Financial Group  December 2008 - January 2012
V2R Consulting Services   June 2005 - December 2008
Rose Technologies  January 2002 - August 2007
Convergys Corp  February 2003 - May 2005
Cygent, Inc. - acquired by Convergys Corp.   April 2000 - January 2003
Oracle Corp  1996 - 2000
Exxon/Mobil Oil Corporation, Inc.   May 1982 - April 1996

Skills
Retirement Planning, Investments, Strategy, Insurance, Retirement, Strategic Financial..., Financial Services, Small Business, Strategic Planning, Finance, New Business Development, Sales, Financial Advisory, Asset Management, Management, Disability Insurance, Team Building, Risk Management, Employee Benefits, Leadership, Asset Allocation, Financial Analysis, Portfolio Management, Securities, Business Strategy, Program Management, Forecasting, Mutual Funds, 401k, Wealth Management, Life Insurance, Fixed Annuities, Financial Planning, Investment Advisory, Business Planning, Management Consulting, Succession Planning, Financial Goals, SaaS, Lead Generation, Business Intelligence, Estate Planning, Consulting, Exit Strategies, Asset Managment, Series 63, Series 7, Buy-Sell Agreements, Business Continuity -..., Compliance

Education
University of North Texas   1985 — 1987
MBA

University of North Texas
BBA

Nicholas Rostykus Nicholas Rostykus Houston, Texas Area Details
Nicholas Rostykus's Rockgate Financial Partners Experience May 2010 - Present
Job Investment Advisor Representative at Rockgate Financial Partners
Industry Financial Services
Experience
Rockgate Financial Partners   May 2010 - Present
John Hancock Financial Services  May 2010 - August 2014

Education
Oklahoma State University   2006 — 2010
Bachelor of Science, Management, minor: Accounting

Lawrence Whaley,JD,CLU Lawrence Whaley,JD,CLU Dallas/Fort Worth Area Details
Lawrence Whaley,JD,CLU's Rockgate Financial Partners Experience 1999 - Present
Job Registererd Representative
Industry Financial Services
Experience
Rockgate Financial Partners   1999 - Present
Metrocrest Social Services  2010 - 2013
Dale Carnegie Training  January 1983 - 2013

Skills
Estate Planning, Insurance, Succession Planning, Leadership, Philanthropy, Estate Law, Charities, Training, Employee Benefits, Asset Management, Financial Planners, Strategic Financial..., Sales, Small Business, Investments, Series 7, Strategic Planning, Finance, Analysis, 401k, Time Management, Wealth Management, High Net Worth..., Public Speaking, Fixed Annuities, Life Insurance, Leadership Development, Estate Tax Planning, Management Consulting, Long-term Care, Income Tax, Mergers & Acquisitions, Retirement, Retirement Planning, Wealth, Disability Insurance, Mutual Funds, Estate Conservation, Income Tax Strategies, Financial Protection..., Social Security..., Organizational..., Fundraising, Nonprofits, Asset Managment, Coaching, Series 63, Charitable Giving, Philanthrophy, Business Succession

Education
Southern Methodist University Dedman School of Law   1968 — 1971
JD

University of Pennsylvania - The Wharton School   1966 — 1968
MBA

Tulane University   1962 — 1966
BA

Paul R. Garrett, ChFC, J.D. Paul R. Garrett, ChFC, J.D. Dallas/Fort Worth Area Details
Paul R. Garrett, ChFC, J.D.'s Rockgate Financial Partners Experience June 2008 - Present
Job Registered Representative
Industry Financial Services
Experience
Rockgate Financial Partners   June 2008 - Present
Quest Capital Management  2005 - 2008
Garrett Planning Strategies   1994 - 2005
Garrett & Garrett (Oklahoma City)   1983 - 1993

Skills
Estate Planning, Retirement Planning, Wealth Management, Financial Services, Securities, Retirement, Investment Management, Disability Insurance, Risk Management, Long-term Care, Succession Planning, College Funds, Wealth Management..., Life Insurance

Education
The American College   2001 — 2004
ChFC, Financial Planning

University of Oklahoma College of Law   1981 — 1984
JD, Law - Tax, Wills & Trusts, Estate Planning

University of Oklahoma   1977 — 1981
BA, Letters (cum laude), Literature and language, history, philosophy

Janel Humphries Janel Humphries Dallas/Fort Worth Area Details
Janel Humphries's Rockgate Financial Partners Experience March 2015 - Present
Job Site Manager at Rockgate Financial Partners
Industry Financial Services
Experience
Rockgate Financial Partners   March 2015 - Present
Transamerica  January 2014 - November 2014
AIG  May 2012 - January 2014
Principal Financial Group  June 2003 - April 2012
Principal Financial Group  October 2001 - June 2003

Skills
Retirement Planning, Fixed Annuities, Long-term Care, 401k, Insurance, Disability Insurance, Series 63, Series 7, Series 6, Life Insurance, Strategic Financial..., Investments, Employee Benefits, IRAs, Term Life Insurance, Leadership, Financial Planners, Mutual Funds, Salesforce Training

Education
University of Missouri - Columbia   1993 — 1995
Masters of Education, Secondary Education Administration

University of Missouri-Columbia   1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General

Dan Wilensky, CLU Dan Wilensky, CLU Dallas, Texas Details
Dan Wilensky, CLU's Rockgate Financial Partners Experience January 2014 - Present
Job Registered Representative through Signator Investors, Inc., Member FINRA,SIPC.
Industry Financial Services
Experience
Rockgate Financial Partners   January 2014 - Present
John Hancock Life Insurance Co.   June 1998 - Present
Lifetime Strategies Group, member of John Hancock Financial Network   January 2006 - January 2014

Skills
Retirement, Life Insurance, Insurance, Long Term Care Insurance, Strategic Planning, Investments, FINRA, Fixed Annuities

Education
Dallas Theological Seminary   1976 — 2000
Th.M., Old Testament

Texas Tech University   1972 — 1976
B.A., History