Caden Blake Beam
Investment adviser representative at Pathways Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
$287MFirm assets
2 yearsFirm in business
Are you Caden 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
12 years in the industry.
- L.M. Kohn & CompanyJul 2024 to now
- Pathways Wealth Management, Inc.May 2022 to now
- University of DaytonAug 2020 to Dec 2024
- Tippecanoe Exempted Village SchoolsJun 2014 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7947643
- Firm CRD
- 154125