Erin Mutton
Advisor at Pathway Financial Advisers, LLC
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.
Advisor at Pathway Financial Advisers, LLC
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
Pathway Financial Advisers, LLC
Location
Auburn, IN 46706
Credentials
Series 66
Industry experience
17 years
Erin Mutton is a financial advisor at Pathway Financial Advisers, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Larson Financial Securities, Simcox Financial Services, and Raymond James Financial Services. Outside of her advisory role, Erin serves as a public notary, providing notary services to friends and family. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans by offering discretionary portfolio management, financial planning, and plan consulting. The firm manages approximately $443 million across 759 client relationships and uses a combination of fundamental and technical analysis within a documented investment policy framework.
Based on Pathway Financial Advisers, LLC
Based on Pathway Financial Advisers, LLC
$0 - $500,000: 0.8% $500,000 - $1,000,000: 0.6% $1,000,000 - $2,000,000: 0.4% $2,000,000+: 0.2%
$150 per hour
Fee-only: Hourly fee $150; fees negotiable; financial planning hourly fees $150
4571 County Road 35
Auburn, IN 46706
Indiana · Texas
Pathway Financial Advisers, LLC
2023 - Present (3 years)
Larson Financial Securities, LLC
2016 - 2023 (7 years)
Larson Financial Group
2016 - 2023 (7 years)
Simcox Financial Services Inc.
2014 - 2016 (2 years)
Raymond James Financial Services Advisors Inc.
2012 - 2016 (4 years)
Raymond James financial Services
2012 - 2016 (4 years)
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Lawyer
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