Trevor Joseph Webb
Investment adviser representative at Pathway Financial Solutions, Inc.
12 yearsExperience
2 statesRegistered in
$135.3MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Pathway Financial Solutions, Inc.Mar 2026 to now
- Pathway Insurance Group Advisors, LLCJan 2025 to now
- Ofg Financial Services, Inc.Aug 2024 to Mar 2026
- Advanced Auto PartsJun 2023 to Jun 2024
- Fort Hays State UniversityDec 2021 to Dec 2023
- Empowered ElectricJul 2020 to Dec 2021
- Parker Hannifan Hose ProductsJan 2019 to Jul 2020
- Heineken ElectricJan 2017 to Jan 2019
- Cloud County Community CollegeJan 2017 to Jan 2018
- Best BuyJul 2015 to Jan 2017
- Kansas State UniversityAug 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Pathway Financial Solutions, Inc.
$135.3MAssets managed
309Clients
8Advisers
Under 1 yearIn 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
- 7971212
- Firm CRD
- 340594