Pathway Financial Advisers, LLC

Pathway Financial Advisers, LLC (CRD# 166237) is a financial advisory firm headquartered in Auburn, IN. They manage $383,925,555 in 1,604 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    384
    MILLION
  • Total Number of Accounts
    1,604
    ACCOUNTS
  • Average Account Value
    $239,355
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, MI, NC, NH, OH, TX

Financial Advisors at Pathway Financial Advisers, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Joel M. Grimm
CRD#: 6287745
4571 County Road 35, Auburn, IN 46706

Joel Grimm (CRD# 6287745) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 10 years of experience in the finance industry.

2
Austin S. Miller
CRD#: 6399252
4571 County Road 35, Auburn, IN 46706

Austin Miller (CRD# 6399252) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 9 years of experience in the finance industry.

3
Steven E. Post
CRD#: 6140150
4571 County Road 35, Auburn, IN 46706

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.

4
David R. Tracey
CRD#: 5222875
4571 County Road 35, Auburn, IN 46706

David Tracey (CRD# 5222875) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 14 years of experience in the finance industry.

5
Jordan M. Pfister
CRD#: 7488138
4571 County Road 35, Auburn, IN 46706

Jordan Pfister (CRD# 7488138) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.