Pathfinder Financial Services
Pathfinder Financial Services (CRD# 289125) is a financial advisory firm headquartered in , . They manage $35,291,887 in 280 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts280ACCOUNTS
Average Account Value$126,042
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MO, NM, TX
Stephanie Charitonenko (CRD# 4928264) is an Investment Advisor Representative working at Pathfinder Financial Services in El Paso, TX and has over 16 years of experience in the finance industry.
Herbert Wiebe (CRD# 6553499) is an Investment Advisor Representative working at Pathfinder Financial Services in El Paso, TX and has over 5 years of experience in the finance industry. Herbert Wiebe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.