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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Pathway Financial Planning, LLC 8 years, 6 months May 2011 - Present
Morningstar, Inc. 3 years, 10 months Jul 2007 - May 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Gregory Brown

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 6, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Pathway Financial Planning

Last updated on May 13, 2019
    • $14.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 99
      Accounts
    • $150.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees