Karrie Nicole Maier
Investment adviser representative at Pathworks Financial, Inc.
11 yearsExperience
1 stateRegistered in
$279.3MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Pathworks Financial, Inc.Feb 2021 to now
- HomemakerMay 2018 to Mar 2021
- Desco PropertiesOct 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
Pathworks Financial, Inc.
$279.3MAssets managed
410Clients
5Advisers
5 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
- 7533510
- Firm CRD
- 138393