Barbara Ann Lane
Investment adviser representative at Pathfinder Advisory, Inc.
21 yearsExperience
1 stateRegistered in
$121.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Pathfinder Advisory, Inc.Feb 2011 to now
- Sr. Capital ManagementDec 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pathfinder Advisory, Inc.
Legal name: Pathfinder Wealth Management, Inc.
$121.4MAssets managed
142Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3240667
- Firm CRD
- 122768