Dustin Blake Beam
Investment adviser representative at Pathways Wealth Management, Inc.
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$287MFirm assets
Are you Dustin Blake Beam? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Pathways Wealth Management, Inc.Aug 2010 to now
- Pathways Wealth MgmtAug 2010 to now
- L.M. Kohn & CompanyFeb 2015 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Pathways Wealth Management, Inc.
$287MAssets managed
508Clients
3Advisers
2 yearsIn 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
- 4252465
- Firm CRD
- 154125