PATHWAY FINANCIAL SOLUTIONS, INC.
Firm details
- Headquarters
- SALINA, Kansas
- CRD number
- 340594
- Registered since
- March 9, 2026
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pathway Financial Solutions, Inc. is a newly formed, individually owned corporate adviser that registered with the SEC in 2026. The firm bills clients on a percentage-of-AUM basis and offers financial planning alongside portfolio management for individuals, small businesses, and other business or institutional clients. It does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm has an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JONATHAN WEBB
CEOCRD 2306209
Contacts
3 of 5LaRae Duff
Registered RepresentativeCRD 6993593
BRADLEY VEENENDAAL
Financial AdvisorCRD 6483797
JORDAN WEBB
AdvisorCRD 6224173
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALINA, KS
SALINE
Location
SALINA, KS
Headquartered in SALINA, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- SALINE
- Address
- 120 S Santa Fe Ave
- Time zone
- CT (UTC-6)
- Office locations
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