Pathway Financial Solutions, Inc. logo

Pathway Financial Solutions, Inc.

Updated today

Client assets under management

$0

Clients

0

Advisors

6

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

0

Very Low

Average account size

About

Pathway Financial Solutions, Inc. is a registered investment adviser that intends to serve individuals, trusts, corporations and employee benefit plans with investment and wealth management, financial planning, and retirement plan consulting. As of its March 2026 ADV filing the firm reported no assets under management, was newly registered in January 2026, and expects to be eligible for SEC registration within approximately 120 days.

PFS builds diversified portfolios primarily using mutual funds, ETFs and separately managed accounts, applying Modern Portfolio Theory and a long-term, buy-and-hold orientation while offering both discretionary and non-discretionary management. The firm also advises on and allocates assets held in employer-sponsored and insurance-product accounts, including 403(b) and qualified tuition plans, which typically remain maintained at the underwriting insurance companies.

Notably, PFS has an affiliated insurance agency, Pathway Group Insurance Advisors, LLC, and several supervised persons are licensed insurance agents and registered representatives of Purshe Kaplan Sterling Investments, Inc., arrangements the brochure identifies as sources of commission-based compensation and potential conflicts of interest. The brochure discloses procedures the firm uses to address those conflicts, and also notes the firm may exercise custody-related authorities (such as direct fee debit and standing letters of authorization) while reporting no material disciplinary history.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

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Fee options

Percentage

$0 - $500,000: 1.00% (Wealth Management, includes financial planning) $500,000.01 - $1,000,000: 0.95% (Wealth Management, includes financial planning) $1,000,000.01 - $1,500,000: 0.90% (Wealth Management, includes financial planning) $1,500,000.01 - $2,000,000: 0.85% (Wealth Management, includes financial planning) $2,000,000.01 - $3,000,000: 0.80% (Wealth Management, includes financial planning) $3,000,000.01 - $4,000,000: 0.75% (Wealth Management, includes financial planning) $4,000,000.01 - $5,000,000: 0.70% (Wealth Management, includes financial planning) $5,000,000.01+: 0.65% (Wealth Management, includes financial planning) $0 - $500,000: 0.90% (Investment Management, does not include financial planning) $500,000.01 - $1,000,000: 0.85% (Investment Management, does not include financial planning) $1,000,000.01 - $1,500,000: 0.80% (Investment Management, does not include financial planning) $1,500,000.01 - $2,000,000: 0.75% (Investment Management, does not include financial planning) $2,000,000.01 - $3,000,000: 0.70% (Investment Management, does not include financial planning) $3,000,000.01 - $4,000,000: 0.65% (Investment Management, does not include financial planning) $4,000,000.01 - $5,000,000: 0.60% (Investment Management, does not include financial planning) $5,000,000.01+: 0.55% (Investment Management, does not include financial planning)

Commissions

Separate commission-based arrangement available through certain supervised persons acting as registered representatives of PKS; commissions and sales charges apply for securities brokerage services.

Main office location

Pathway Financial Solutions, Inc.

120 S Santa Fe

Salina KS 67401, United States

Number of offices

1

Most active in

Kansas · Louisiana · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bradley V

Series 66

Salina, KS

Pathway Financial Solutions, Inc.

Bradley Veenendaal is a financial advisor at Pathway Financial Solutions, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs and OFG Financial Services, Inc. Veenendaal is also involved with an affiliated insurance agency that provides insurance and Medicare-related services. Pathway Financial Solutions, Inc. offers investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm uses a combination of qualitative analysis and Modern Portfolio Theory to construct diversified, long-term portfolios tailored to client risk tolerance and time horizon.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Jonathan W

Series 63, Series 66

Salina, KS

Pathway Financial Solutions, Inc.

Jonathan Webb is a financial advisor with Pathway Financial Solutions, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Pathway Financial Solutions and Purshe Kaplan Sterling Investments in 2026, he worked at OFG Financial Services, Inc. for 34 years. Webb serves as treasurer for the Sacred Heart High School Foundation and participates on the finance committee at St. Mary’s Parish. Pathway Financial Solutions, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk tolerance and time horizon.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Trevor W

Series 63, Series 65

Salina, KS

Pathway Financial Solutions, Inc.

Trevor Webb is a financial advisor at Pathway Financial Solutions, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at OFG Financial Services, Inc. and several other companies across different sectors. Pathway Financial Solutions, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a disciplined investment process based on Modern Portfolio Theory to construct diversified, long-term portfolios tailored to client risk tolerance and time horizon.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Eddie B

Series 63, Series 65

Salina, KS

Pathway Financial Solutions, Inc.

Eddie Balluch II is a financial advisor at Pathway Financial Solutions, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OFG Financial Services, Inc. for ten years. Outside of his advisory role, he serves as the financial secretary for St. Mark Lutheran Church, where he manages bill processing without compensation. Pathway Financial Solutions, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm uses a Modern Portfolio Theory-based approach to construct diversified, long-term portfolios tailored to clients’ risk tolerance and time horizon.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Jordan W

Series 63, Series 66

Salina, KS

Pathway Financial Solutions, Inc.

Jordan Webb is a financial advisor with Pathway Financial Solutions, Inc., holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked at OFG Financial Services, Inc. for 13 years before joining Pathway Financial Solutions and Purshe Kaplan Sterling Investments in 2026. Webb serves on the Finance and Investment Committees of the Catholic Diocese of Salina and advises the board of Salina Family Healthcare, all on a volunteer basis. Pathway Financial Solutions, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to client risk tolerance and time horizon.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

La Rae D

Series 66

Salina, KS

Pathway Financial Solutions, Inc.

La Rae Duff is a financial advisor at Pathway Financial Solutions, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, N.A., Edward Jones, and Banker's Life. Pathway Financial Solutions, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm uses a combination of qualitative analysis and Modern Portfolio Theory to construct diversified, long-term portfolios tailored to client risk tolerance and time horizon.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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