Change Path LLC

Change Path LLC (CRD# 281213) is a financial advisory firm headquartered in Leawood, KS. They manage $10,000 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $10,000
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.

CO, KS

Financial Advisors at Change Path LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cory L. Lagerstrom
CRD#: 4381811
11460 Tomahawk Creek Pkwy, Suite 100, 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 15 years of experience in the finance industry.

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