Steven Post has been Managing Member, Chief Investment Officer and Investment Adviser of Pathway Financial Advisers since November 2012, is a control person of the firm and directly owns between 25% and 50% of it. Steven Post studied at Georgia Institute of Technology.
Pathway Financial Advisers, LLC is an Auburn, IN firm with $524M under management, 822 clients and 6 advisers in one office, as of its March 2026 filing.
Steve Post is Founder and Managing Partner of Pathway Financial Advisers, LLC and an investment adviser. He began his career in 1974, starting his own accounting, tax and small business consulting practice after graduating from Georgia Tech, and that practice evolved into providing investment and financial planning services.
- – present · 13 yearsAuburn, IN · Adviser representative · Firm CRD 166237
Professional designations
Listed by Pathway Financial Advisers
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Steven Post is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2013; the most recent is Texas, in January 2015.
- IndianaSince 2 January 2013
- TexasResidentSince 28 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven Eric Post
- CRD
- 6140150
- Firm
- Pathway Financial Advisers · CRD 166237
- Role
- Managing Member, Chief Investment Officer and Investment Adviser
- Office
- 4571 COUNTY ROAD 35, Auburn, IN 46706
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pathwayria.com
Where does Steven Post work?
Steven Post has been Managing Member, Chief Investment Officer and Investment Adviser of Pathway Financial Advisers, LLC since November 2012, and is a control person of the firm.
Is Steven Post a financial advisor?
Yes. Steven Post has a current investment-adviser registration in Indiana and Texas, through Pathway Financial Advisers since January 2013.
How many years of experience does Steven Post have?
Steven Post has 13 years in the financial industry, since January 2013, across 1 adviser firm.
What exams has Steven Post passed?
Steven Post passed the Series 65 in October 2012.
Where is Steven Post based?
Steven Post’s registered office is in Auburn, IN.
Is Steven Post registered with FINRA?
No. Steven Post has no current broker registration.
How can I verify Steven Post’s record?
Search CRD 6140150 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Post’s full registration record.
