Pathway Financial Solutions, Inc.
Firm details
- Headquarters
- Salina, Kansas
- CRD number
- 340594
- Registered since
- March 9, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals52.41%
- HNWI47.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pathway Financial Solutions, Inc. is an independent registered investment adviser serving individual and family clients. The firm operates on a percentage-of-assets fee model and provides financial planning and discretionary portfolio management for individuals, small businesses, and other businesses or institutions. According to filings, Pathway has an affiliation with an insurance company and is not positioned as a capital allocator or pension consultant. The adviser does not report active ESG investing and is not registered as a multi-state adviser.
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
Asset composition
- Other100%
Owners & executives
1 of 1Jonathan Webb
CEOCRD 2306209
Contacts
3 of 7Amy Zeigler
CRD 8305108
LaRae Duff
Registered RepresentativeCRD 6993593
Gracyn Dorzweiler
CRD 8305123
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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