Advisor at Pathways Wealth Management, 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
Pathways Wealth Management, Inc.
Location
Tipp City, OH
Credentials
Series 65
Industry experience
1 year
Caden Beam is a financial advisor at Pathways Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at L.M. Kohn & Company and University of Dayton. Beam is also involved in client services at Vision Financial Partners, LLC. Pathways Wealth Management advises individuals and various entities, including trusts and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non‑HNW clients, employing tailored asset allocation plans with a mix of discretionary and non‑discretionary management.
Based on Pathways Wealth Management, Inc.
Fixed fees ranging from $500 to $10,000 for financial planning services, depending on complexity.
Up to 1.50% per annum (maximum advisory fee)
Advisory persons licensed as insurance professionals earn commissions for insurance product sales separate from advisory fees.
Up to $250 per hour for financial planning services.
Tipp City, OH
Ohio
Pathways Wealth Management, Inc.
2025 - Present (1 year)
L.M. Kohn & Company
2024 - Present (2 years)
Pathways Wealth Management
2022 - 2025 (3 years)
University of Dayton
2020 - 2024 (4 years)
Tippecanoe Exempted Village Schools
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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