Pathway Financial Solutions, Inc. logo

Pathway Financial Solutions, Inc.

Updated today

Client AUM

$135,287,789

Clients

309

Advisors

8

of 8 employees

About

Pathway Financial Solutions provides financial planning, consulting and investment management primarily to pension and profit-sharing plans, corporations, trusts, charitable organizations and other business entities, and it also offers retirement plan consulting to plan sponsors. The firm advises on and can manage assets held in employer-sponsored plans (including 403(b) and 529 accounts) and delivers both discretionary and non-discretionary portfolio management services.

The firm’s investment approach emphasizes diversified, fund-based strategic asset allocation informed by Modern Portfolio Theory, with primary use of mutual funds, ETFs and separately managed accounts alongside qualitative company and portfolio-level analysis. Portfolios are monitored and rebalanced periodically, and PFS employs long-term, buy-and-hold and income-oriented strategies for retirement-focused clients while permitting modest allocations to individual equities in select cases.

Unlike many team firms, PFS’s client mix is weighted toward institutional and plan-sponsor engagements rather than a broad roster of individual retail or high-net-worth households, and the firm discloses providing ERISA fiduciary services under Section 408(b)(2) for plan clients. The brochure also discloses affiliated insurance and brokerage relationships (an affiliated insurance agency and supervised persons who are registered representatives of a broker-dealer), and describes custody practices such as direct fee debit and standing letters of authorization, with attendant conflict-of-interest disclosures.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

Up to $500,000 - $500,000: Wealth Management: 1.00% $500,000.01 - $1,000,000: Wealth Management: 0.95% $1,000,000.01 - $1,500,000: Wealth Management: 0.90% $1,500,000.01 - $2,000,000: Wealth Management: 0.85% $2,000,000.01 - $3,000,000: Wealth Management: 0.80% $3,000,000.01 - $4,000,000: Wealth Management: 0.75% $4,000,000.01 - $5,000,000: Wealth Management: 0.70% $5,000,000.01+: Wealth Management: 0.65% Up to $500,000 - $500,000: Investment Management: 0.90% $500,000.01 - $1,000,000: Investment Management: 0.85% $1,000,000.01 - $1,500,000: Investment Management: 0.80% $1,500,000.01 - $2,000,000: Investment Management: 0.75% $2,000,000.01 - $3,000,000: Investment Management: 0.70% $3,000,000.01 - $4,000,000: Investment Management: 0.65% $4,000,000.01 - $5,000,000: Investment Management: 0.60% $5,000,000.01+: Investment Management: 0.55%

Commissions

Certain Supervised Persons offer securities brokerage services and insurance products under separate commission-based arrangements.

Main office

120 S Santa Fe

Salina KS 67401

Advisors at this office

8

Most active in

Kansas · Louisiana · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bradley V

Series 66

Salina, KS

Pathway Financial Solutions, Inc.

Bradley Veenendaal is a financial advisor at Pathway Financial Solutions, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and OFG Financial Services, Inc. Prior to joining Pathway, he spent six years at Goldman Sachs. Pathway Financial Solutions, Inc. primarily serves pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm focuses on diversified, fund-based strategic asset allocation and provides both discretionary and non-discretionary portfolio management services, with an emphasis on retirement planning and institutional clients.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jonathan W

Series 63, Series 66

Salina, KS

Pathway Financial Solutions, Inc.

Jonathan Webb is a financial advisor with Pathway Financial Solutions, Inc. in Salina, KS, holding Series 63 and Series 66 designations and 33 years of industry experience. Before joining Pathway Financial Solutions and Purshe Kaplan Sterling Investments, he spent 34 years at OFG Financial Services, Inc. He serves as treasurer on the Sacred Heart High School Foundation committee and participates in the finance committee for St. Mary’s Parish. Pathway Financial Solutions provides financial planning, consulting, and investment management primarily for pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm emphasizes diversified, fund-based strategic asset allocation with a focus on long-term, income-oriented strategies and serves mainly institutional and plan-sponsor clients.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Trevor W

Series 63, Series 65

Salina, KS

Pathway Financial Solutions, Inc.

Trevor Webb is a financial advisor at Pathway Financial Solutions, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including OFG Financial Services, Inc. Prior to his financial career, he held positions at various companies and educational institutions. Pathway Financial Solutions serves primarily institutional clients such as pension and profit-sharing plans, corporations, trusts, and charitable organizations, focusing on diversified, fund-based strategic asset allocation using mutual funds, ETFs, and separately managed accounts. The firm emphasizes long-term, income-oriented strategies and offers both discretionary and non-discretionary portfolio management services.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Amy Z

Series 65

Salina, KS

Pathway Financial Solutions, Inc.

Amy Zeigler is a Series 65-licensed advisor at Pathway Financial Solutions, Inc. in Salina, Kansas, with over a decade of experience including 11 years at The Bank of Tescott. She has been with Pathway Financial Solutions since 2023, working within their eight-advisor team. Pathway Financial Solutions provides financial planning, consulting, and investment management primarily to pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm’s investment approach emphasizes diversified, fund-based strategic asset allocation and serves mostly institutional and plan-sponsor clients.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Eddie B

Series 63, Series 65

Salina, KS

Pathway Financial Solutions, Inc.

Eddie Balluch II is a financial advisor with Pathway Financial Solutions, Inc. in Salina, KS, holding Series 63 and Series 65 credentials and 10 years of industry experience. His work history includes positions at OFG Financial Services, Inc. and Teen Town Inc. Outside of advising, he serves as Financial Secretary at St. Mark Lutheran Church, handling bill processing without compensation. Pathway Financial Solutions primarily serves pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering financial planning, consulting, and investment management with a focus on diversified, fund-based strategic asset allocation and long-term income-oriented strategies. The firm emphasizes institutional and plan-sponsor clients, providing discretionary and non-discretionary portfolio management as well as ERISA fiduciary services.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Gracyn D

Series 65

Salina, KS

Pathway Financial Solutions, Inc.

Gracyn Dorzweiler is a Series 65-licensed financial advisor with Pathway Financial Solutions, Inc. in Salina, KS, where she has worked since 2026. Her prior experience includes roles at Washburn University and various companies in multiple industries. Pathway Financial Solutions primarily serves pension and profit-sharing plans, corporations, trusts, and other business entities, offering financial planning, consulting, and investment management with an emphasis on diversified, fund-based strategic asset allocation guided by Modern Portfolio Theory. The firm’s client base is largely institutional and plan sponsors rather than individual retail or high-net-worth clients.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jordan W

Series 63, Series 66

Salina, KS

Pathway Financial Solutions, Inc.

Jordan Webb is a financial advisor at Pathway Financial Solutions, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at OFG Financial Services, Inc. for 13 years. Webb serves on the finance and investment committees of the Catholic Diocese of Salina and is a member of the Salina Family Healthcare finance committee. Pathway Financial Solutions provides financial planning, consulting, and investment management primarily to pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm emphasizes diversified, fund-based strategic asset allocation using mutual funds, ETFs, and separately managed accounts, with a focus on institutional and plan-sponsor clients.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

La Rae D

Series 66

Salina, KS

Pathway Financial Solutions, Inc.

La Rae Duff is a financial advisor with Pathway Financial Solutions, Inc. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Edward Jones, and Massachusetts Mutual Life Insurance Co. Pathway Financial Solutions provides financial planning, consulting, and investment management primarily to pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm focuses on diversified, fund-based strategic asset allocation using mutual funds, ETFs, and separately managed accounts, with an emphasis on serving institutional and plan-sponsor clients.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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