Joel Matthew Grimm
Investment adviser representative at Pathway Financial Advisers, LLC
13 yearsExperience
2 statesRegistered in
$524.2MFirm assets
11 yearsFirm 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
- Pension consulting
Experience
13 years in the industry.
- Pathway Financial Advisers, LLCNov 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
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
- 6287745
- Firm CRD
- 166237