Advisor at Pathway Financial Advisers, LLC
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Firm
Pathway Financial Advisers, LLC
Location
Auburn, IN 46706
Credentials
Series 65
Industry experience
12 years
Joel Grimm is a financial advisor at Pathway Financial Advisers, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Pathway Financial Advisers since 2013. Outside of his advisory role, he manages real estate properties through JG Legacy Properties LLC. Pathway Financial Advisers is a six-advisor firm serving individuals, charitable organizations, and pension or profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and plan consulting, employing both fundamental and technical analysis with a documented Investment Policy Statement for each client.
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
2013 - Present (13 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
Series 66
Auburn, IN
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CFP®, Series 63, Series 65
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Series 65
Kendallville, IN
AMI Investment Management Inc
CFP®, Series 66
Fort Wayne, IN
Wealth Advisors Group
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