Change Path LLC

Change Path LLC (CRD# 281213) is a financial advisory firm headquartered in Leawood, KS. They manage $80,000,000 in 525 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    525
    ACCOUNTS
  • Average Account Value
    $152,381
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, HI, IA, ID, IN, KS, LA, MA, MN, MO, MS, MT, NC, NE, NH, NJ, OH, OR, SC, SD, TX, WA

Financial Advisors at Change Path LLC
Showing 1 - 10 of 31 top financial advisors.
1
Matthew N. Gallagher
CRD#: 5307692
11460 Tomahawk Creek Pkwy, Suite 200, Leawood, KS 66211
96
Wealthminder
score

Matthew Gallagher (CRD# 5307692) is an Investment Advisor Representative working at Change Path LLC in Leawood, KS and has over 11 years of experience in the finance industry. Matthew Gallagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey J. Schultz
CRD#: 3276582
52461 Columbia River Hwy, Scappoose, OR 97056
96
Wealthminder
score

Jeffrey Schultz (CRD# 3276582) is an Investment Advisor Representative working at Change Path LLC in Scappoose, OR and has over 18 years of experience in the finance industry. Jeffrey Schultz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joseph R. Demeo
CRD#: 4121373
11460 Tomahawk Creek Pkwy, Suite 200, Leawood, KS 66211
93
Wealthminder
score

Joseph Demeo (CRD# 4121373) is an Investment Advisor Representative working at Change Path LLC in Leawood, KS and has over 9 years of experience in the finance industry.

4
Gerard V. Dougherty
CRD#: 2204333
11460 Tomahawk Creek Pkwy, Suite 200, Leawood, KS 66211
93
Wealthminder
score

Gerard Dougherty (CRD# 2204333) is an Investment Advisor Representative working at Change Path LLC in Leawood, KS and has over 26 years of experience in the finance industry.

5
Gregory J. Garbeff
CRD#: 3067746
3130 Broadway, Kansas City, MO 64111
93
Wealthminder
score

Gregory Garbeff (CRD# 3067746) is an Investment Advisor Representative working at Change Path LLC in Kansas City, MO and has over 5 years of experience in the finance industry.

6
John H. Hays
CRD#: 1879656
1675 Lakeland Drive Suite 309, Jackson, MS 39216
93
Wealthminder
score

John Hays (CRD# 1879656) is an Investment Advisor Representative working at Change Path LLC in Jackson, MS and has over 29 years of experience in the finance industry.

7
Cory L. Lagerstrom
CRD#: 4381811
11460 Tomahawk Creek Pkwy, Suite 200, Leawood, KS 66211
93
Wealthminder
score

Cory Lagerstrom (CRD# 4381811) is an Investment Advisor Representative working at Change Path LLC in Leawood, KS and has over 16 years of experience in the finance industry.

8
Kevin A. Mahan
CRD#: 2465898
11460 Tomahawk Creek Pkwy, Suite 200, Leawood, KS 66211
93
Wealthminder
score

Kevin Mahan (CRD# 2465898) is an Investment Advisor Representative working at Change Path LLC in Leawood, KS and has over 7 years of experience in the finance industry.

9
Theodore R. Meyer
CRD#: 5989303
7373 E. Doubletree Ranch Rd Ste 200, Scottsdale, AZ 85258
93
Wealthminder
score

Theodore Meyer (CRD# 5989303) is an Investment Advisor Representative working at Change Path LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

10
Michael C. Moller
CRD#: 1157546
312 Ne Mission Court, Ankeny, IA 50021
93
Wealthminder
score

Michael Moller (CRD# 1157546) is an Investment Advisor Representative working at Change Path LLC in Ankeny, IA and has over 30 years of experience in the finance industry.

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