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Steven Eric Post

PATHWAY FINANCIAL ADVISERS, LLC·AUBURN, Indiana
Series 65Clean record13 years registeredPATHWAY FINANCIAL ADVISERS, LLC
4571 COUNTY ROAD 35, AUBURN, IN 46706CRD# 6140150Firm CRD# 166237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Eric Post · AUBURN, IN
Registration
CRD #6140150 · PATHWAY FINANCIAL ADVISERS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

PATHWAY FINANCIAL ADVISERS, LLC
Jan 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 2, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PATHWAY FINANCIAL ADVISERS, LLC
CRD 166237 · SEC 801-80650
AUM
$384M
Regulatory assets under management
Employees
8
1,604 client accounts
Services offered by PATHWAY FINANCIAL ADVISERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PATHWAY FINANCIAL ADVISERS, LLC →
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Frequently Asked Questions

What services does Steven Eric Post offer?
Steven Eric Post specializes in Financial Planning, Investment Management. Contact their office in AUBURN, Indiana for a consultation.
What are Steven Eric Post's credentials?
Steven Eric Post is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Eric Post located?
Steven Eric Post is based in AUBURN, Indiana, working with PATHWAY FINANCIAL ADVISERS, LLC. Their office serves clients in the AUBURN metropolitan area and surrounding communities.
How does Steven Eric Post charge for services?
Steven Eric Post's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATHWAY FINANCIAL ADVISERS, LLC?
PATHWAY FINANCIAL ADVISERS, LLC has approximately 8 employees and manages $384M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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AUBURN, IN
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Joel Matthew Grimm
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