Karrie
Maier

Pathworks Financial, Inc

CRD#7533510
Investment Advisor
in Novi, MI

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About this Advisor

Karrie Maier is a financial advisor based in Novi, Michigan, working with Pathworks Financial, Inc. Karrie has previously held positions at Pathworks Financial, Inc, Homemaker, and Desco Properties. Karrie has passed the Series 65 regulatory exam and is registered to provide services in Kansas and Michigan. Currently, Karrie is part of Pathworks Financial, Inc, which operates out of Novi, Michigan. The firm has 1 office and 6 employees. The firm manages assets totaling $144.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Pathworks Financial, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

43155 Main Street Suite 212
Novi, MI 48375

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Pathworks Financial, Inc Brokerage Details

Total Assets Under Management

$144,412,352

MI Average: $943,424,332
Total Number of Employees

6

MI Average: 21
Total Number of Accounts

902

MI Average: 1,586
Average Account Size

$160,102

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Karrie Maier Work History

2021 - Present (3 years)

Pathworks Financial, Inc

2018 - 2021 (3 years)

Homemaker

2015 - 2018 (3 years)

Desco Properties

2012 - 2015 (3 years)

Homemaker

Disclosures

Please visit the SEC profile of Karrie Maier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pathworks Financial, Inc

Bryan Smith
Novi, MI
Karrie Maier
Novi, MI
Douglas Smith
Novi, MI
David Mercier
Novi, MI

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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