Pathway Financial Solutions, Inc.

Overview

Pathway Financial Solutions, Inc. is an SEC registered investment adviser based in Salina, KS, registered since 2026. It reports $135M in assets under management across 730 accounts, with 4 employees. It has 8 investment adviser representatives.

Reported AUM

$135M

Discretionary

94%

Accounts

730

Average account

$185K

Employees

4

Advisory reps

8

Registered since

2026

Jurisdictions

4

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Jonathan Dale Webb Chief Executive Officer, Chief Compliance Officer CRD 2306209
• Jordan Dale Webb Owner, Chief Sales Officer CRD 6224173
• Bradley A Veenendaal Chief Operating Officer CRD 6483797

1 more executive officer, with direct contact details

Advisory reps 3 of 8

• Eddie Eldon Balluch II Insurance Agent · Investment Adviser Rep CRD 6672419
• Gracyn Viola Dorzweiler Investment Adviser Rep CRD 8305123
• Larae Ann Duff Investment Adviser Rep CRD 6993593

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

120 S Santa Fe Ave
Salina, KS 67401

County

Saline

Metro area

Salina, KS

Region

Midwest

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: pathway-financial.com

Every state, with registration dates

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