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PATHFINDER PLANNING AND INVESTMENTS

MISSOULA, MT · CRD 159486 · IAPD ↗ · pathfinderplanmt.com · 406-541-3733

$122.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
September 2026 — PATHFINDER PLANNING AND INVESTMENTS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
June 2026 — PATHFINDER PLANNING AND INVESTMENTS (MISSOULA, MT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.