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 65
Industry experience
4 years
Jordan Pfister is a financial advisor at Pathway Financial Advisers, LLC with four years of industry experience. He holds a Series 65 designation and has been with Pathway since 2021. Outside of his advisory role, Pfister is a 50% partner in an accounting and tax practice, Pfister and Miller, Inc., where he handles bookkeeping, accounting, and tax return preparation. Pathway Financial Advisers serves individuals, charitable organizations, and pension or profit-sharing plans, managing approximately $443 million across about 759 client relationships. The firm provides discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis and maintaining documented Investment Policy Statements for clients.
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
Pathway Financial Advisers, LLC
2021 - Present (5 years)
Pfister Miller Inc
2020 - Present (6 years)
Heartland Castings, Inc.
2015 - 2021 (6 years)
Pfister Tree Service, LLC
2011 - 2019 (8 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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CFP®, Series 66
Kendallville, IN
AMI Investment Management Inc
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
Series 65
Kendallville, IN
AMI Investment Management Inc
CFP®, Series 66
Fort Wayne, IN
Wealth Advisors Group
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