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
CFP®, Series 63, Series 65
Industry experience
25 years
Dustin Beam is a CFP® professional with 25 years of experience in financial advising. He is currently with Pathways Wealth Management, Inc., where he has worked since 2010, and previously spent ten years at L.M. Kohn & Company. Beam holds Series 63 and Series 65 licenses and is licensed in Ohio for accident, health, life, and variable insurance. Pathways Wealth Management advises individuals, trusts, estates, business entities, and qualified retirement plans, serving both high-net-worth and non-HNW clients as well as institutional-style accounts. The firm combines long-term asset allocation with fundamental, technical, and cyclical analysis, offering discretionary and non-discretionary management tailored to client objectives.
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 · Texas
L.M. Kohn & Company
2015 - 2025 (10 years)
Pathways Wealth Mgmt
2010 - Present (16 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.
CFA®, Series 66
Tipp City, OH
Nuts2invest.com, LLC
ChFC®
Fairborn, OH
Financial Legacy Builders
Series 65
Troy, OH
Turnstone Financial
Series 65
Tipp City, OH
Pathways Wealth Management, Inc.
Series 63
Vandalia, OH
Sound Financial Investment Management, LLC
Series 65
Troy, OH
Wellness Investment Advisers LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")