Pathfinder Financial Services

Pathfinder Financial Services (CRD# 289125) is a financial advisory firm headquartered in , . They manage $62,934,603 in 453 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/in/stephanie-charitonenko-527118a/
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    453
    ACCOUNTS
  • Average Account Value
    $138,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO, NM, TX

Financial Advisors at Pathfinder Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Stephanie Charitonenko, financial advisor El Paso TX
Stephanie Charitonenko
CRD#: 4928264
El Paso, TX

Stephanie Charitonenko (CRD# 4928264) is an Investment Advisor Representative working at Pathfinder Financial Services in El Paso, TX and has over 19 years of experience in the finance industry.

2
Herbert Wiebe, financial advisor El Paso TX
Herbert G. Wiebe
CRD#: 6553499
El Paso, TX

Herbert Wiebe (CRD# 6553499) is an Investment Advisor Representative working at Pathfinder Financial Services in El Paso, TX and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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