Steven Post (CRD# 6140150) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 11 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 4815526
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathway Financial Advisers, LLC | Auburn, IN | Nov 2012 - Current | 11 |
| Post & Miller Inc. | Auburn, IN | Apr 1974 - Current | 50 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- IN
- TX
-
Total Assets Under Management384MILLIONS
-
Total Number of Accounts1,604ACCOUNTS
-
Average Account Value$239,355
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IN, MI, NC, NH, OH, TX
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