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TW

Trevor J. Webb

PATHWAY FINANCIAL SOLUTIONS
SALINA, KS 67401
Some features on this profile are disabled
CRD#: 7971212
TW

Professional summary

Trevor Joseph Webb is a registered financial advisor currently at PATHWAY FINANCIAL SOLUTIONS, INC. located in Salina, Kansas.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Trevor has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Joseph Webb's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 13, 2026 - Present

PATHWAY FINANCIAL SOLUTIONS, INC.

Office #1: 120 S Santa Fe, Salina, KS 67401
RIA
CRD#: 340594
SALINA, KS
Past

January 2, 2026 - March 13, 2026

OFG FINANCIAL SERVICES, INC.

RIA
CRD#: 23940
SALINA, KS
Past

August 27, 2024 - March 13, 2026

OFG FINANCIAL SERVICES, INC.

BD
CRD#: 23940
SALINA, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(3/13/2026)
IAR
Texas
(3/13/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/20/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/6/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/27/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/24/2024
Securities Industry Essentials Examination

Current Firm

PF
PATHWAY FINANCIAL SOLUTIONS, INC.
PATHWAY FINANCIAL SOLUTIONS, INC.

CRD#: 340594 / SEC#: 801-135400

RIA
Registered Investment Advisory firm - (3/9/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Salina, KS
Mailing Address
Phone number
(785) 820-8161
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR PATHWAY FINANCIAL SOLUTIONS (1/26/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PATHWAY FINANCIAL SOLUTIONS, INC.

CRD#: 340594Salina, KS 67401

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