Dustin Beam
Dustin Beam is a CFP-designated registered investment advisor at Pathways Wealth Management, INC., based in Tipp City, OH, with 26 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 508 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00% for the wrap fee program. Fees are agreed upon individually with each client.
Fee Estimator
Location
Tipp City, OH
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dustin is an Investment Advisor Representative (IAR) and President/100% Stockholder of Pathways Wealth Management Inc., and also works at Vision Financial Partner, LLC. He is also licensed in Ohio for Accident, Health, Life and Variable Insurance, and is a sole member of a rental property/Airbnb business called E-6 Industries.
Employment History
Current Registrations
Pathways Wealth Management, INC.
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Purshe Kaplan Sterling InvestmentsBroker
Triad Advisors, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Daniel Gilbert, CFP, ChFC
- Margaret Kenny, CFPCommonwealth Financial Network
- Sunil Kulkarni, CFANuts2invest.com, LLC
- Michael Griesmeyer, CFPWealth Management Group
- Zachary Jacobs, ChFCState Farm Investment Management CORP.