Advisor at Pathfinder Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pathfinder Advisory, Inc.
Location
Rockford, IL 61108
Credentials
Series 63, Series 65
Industry experience
16 years
Barbara Lane is a financial advisor at Pathfinder Advisory, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Pathfinder Advisory since 2011 and also has experience at Sr. Capital Management dating back to 2005. Pathfinder Advisory, Inc. provides financial planning and asset management to individuals, business entities, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and diversified portfolios tailored to client objectives, incorporating investor education and financial coaching as part of its services.
Based on Pathfinder Advisory, Inc.
Based on Pathfinder Advisory, Inc.
Up to $10,000 fixed fee for financial planning services (negotiable)
$1 - $500,000: 0.99% - 2.00% $500,001 - $1,000,000: 0.85% - 1.75% $1,000,001 - $4,000,000: 0.75% - 1.50% Over $4 million+: 0.50% - 1.00%
Insurance product commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees
Up to $300 per hour (negotiable) for financial planning services
Fee-only: Financial planning fees: up to $10,000 fixed fee or $300/hour (negotiable)
6981 Redansa Dr
Rockford, IL 61108
Illinois
Pathfinder Advisory, Inc.
2011 - Present (15 years)
Sr. Capital Management
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Bates Financial Advisors, Inc.
Series 63, Series 65
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Bates Financial Advisors, Inc.
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