Skip to content

Steven Eric Post

Investment adviser representative at Pathway Financial Advisers, LLC
52 yearsExperience
2 statesRegistered in
$524.2MFirm assets
11 yearsFirm in business

Are you Steven Eric Post? Claim your profile

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
  • Pension consulting

Experience

52 years in the industry.

  1. Pathway Financial Advisers, LLCNov 2012 to now
  2. Post & Miller Inc.Apr 1974 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 2 states (IN, TX).

Pathway Financial Advisers, LLC

$524.2MAssets managed
822Clients
6Advisers
11 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
6140150
Firm CRD
166237
Advisor's SEC record (opens in a new tab)
CallContact this firm