Pathway Financial Solutions

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

120 S Santa Fe Ave Ste D, Salina, Kansas...

Phone Number

(785) 820-8161

Revenue

$5.1 Million

Industry

Finance Securities Trading Lending & Brokerage

About Pathway Financial Solutions

Pathway Financial Solutions is a registered investment advisor based in Manhattan, KS, dedicated to providing personalized financial guidance and support. They specialize in retirement planning, 401(k) and 403(b) support, college savings plans, Medicare guidance, and comprehensive financial planning. Their services are designed to simplify complex financial situations and help clients make informed decisions to achieve their financial goals. The firm aims to treat clients' financial lives with the same care and loyalty as their own family, positioning them to live confidently toward the life they desire.Explore more
Pathway Financial Solutions's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Pathway Financial Solutions Org Chart

PhoneEmail
PL
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pathway Financial Solutio...

$5.1M
1-10
Private
-
2007
PL
Patrick LutesFounder & President
$5.1M
11-50
Private
-
2011
JS
Josh SheardFinancial Advisor
<$5M
11-50
Private
-
2010
JP
Jodi PerelmanVice President, Senior Compliance Officer
<$5M
1-10
Private
-
2001
CW
Clayton WinklerCertified Financial Certified Plan Fiduciary Planner & Advisor & Owner
Illustration of an envelope

Pathway Financial Solutions Tech Stack

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Frequently Asked Questions Regarding Pathway Financial Solutions

What is Pathway Financial Solutions's official website?
Pathway Financial Solutions's official website is www.pathway-financial.com
What is Pathway Financial Solutions's Revenue?
Pathway Financial Solutions's revenue is $5.1 Million
What is Pathway Financial Solutions's SIC code?
Pathway Financial Solutions's SIC: 62,628
What is Pathway Financial Solutions's NAICS code?
Pathway Financial Solutions's NAICS: 52,523
How many employees does Pathway Financial Solutions have?
Pathway Financial Solutions has 1-10 employees
What industry does Pathway Financial Solutions belong to?
Pathway Financial Solutions is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Pathway Financial Solutions competition?
Pathway Financial Solutions top competitors include: Financial Firm, Cobblestone Financial Services, Sage Investments
What technology does Pathway Financial Solutions use?
Some of the popular technologies that Pathway Financial Solutions uses are: reCAPTCHA, Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager
How do I contact Pathway Financial Solutions?
Pathway Financial Solutions contact info: Phone number: (785) 820-8161 Website: www.pathway-financial.com
What does Pathway Financial Solutions do?

Pathway Financial Solutions is a registered investment advisor based in Manhattan, KS, dedicated to providing personalized financial guidance and support. They specialize in retirement planning, 401(k) and 403(b) support, college savings plans, Medicare guidance, and comprehensive financial planning. Their services are designed to simplify complex... financial situations and help clients make informed decisions to achieve their financial goals. The firm aims to treat clients' financial lives with the same care and loyalty as their own family, positioning them to live confidently toward the life they desire.Read More

What are Pathway Financial Solutions social media links?
Pathway Financial Solutions Linkedin page Pathway Financial Solutions Facebook page
Is Pathway Financial Solutions a public company?
Pathway Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about Pathway Financial Solutions

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