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Steven Eric Post

PATHWAY FINANCIAL ADVISERS, LLC·AUBURN, Indiana
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4571 COUNTY ROAD 35, AUBURN, IN 46706CRD# 6140150Firm CRD# 166237
01

About

Steven Eric Post is a registered financial advisor based in AUBURN, Indiana, affiliated with PATHWAY FINANCIAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PATHWAY FINANCIAL ADVISERS, LLC
PATHWAY FINANCIAL ADVISERS, LLC
AUM
$384M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6140150
Firm CRD# 166237
No disclosures on file
View on FINRA BrokerCheck →

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05

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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