CL
Cory L. Lagerstrom
CLEARPATH WEALTH MANAGEMENT, L.C.
Overland Park, KS 66210
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CRD#: 4381811
CL
Professional summary
Cory Lynn Lagerstrom is a registered financial advisor currently at CLEARPATH WEALTH MANAGEMENT, L.C. located in Overland Park, Kansas.
Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Cory has worked at 5 firms and has passed the Series 66 and Series 7 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.
Hydroland (Hydro electric plants). Not investment related. 4603 Homestead Drive Prairie Village, KS 66208. CEO & Owner. Since 12/2020. Apx 15 hours per month / all during trading hours. ClearPath Tax & Accounting. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 1/1/2025. Apx 25 hours per month all during trading hours. ClearPath Tax & Accounting II. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 7/26/2024. Apx 25 hours per month all during trading hours. KPN Enterprises. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 7/26/2024. Apx 5 hours per month all during trading hours. ClearPath Financial Group. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 7/26/2024. Apx 5 hours per month all during trading hours. ClearPath Consulting & Insurance. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 7/26/2024. Apx 5 hours per month all during trading hours.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 6, 2024 - Present
CLEARPATH WEALTH MANAGEMENT, L.C.
Office #1: 9393 W. 110th Street, Suite 210, Overland Park, KS 66210RIA
CRD#: 116029
Overland Park, KS
Past
April 18, 2021 - May 16, 2023
CREATIVEONE WEALTH, LLC
RIA
CRD#: 281213
OVERLAND PARK, KS
Past
September 25, 2015 - April 17, 2019
CREATIVEONE WEALTH, LLC
RIA
CRD#: 281213
LEAWOOD, KS
Past
September 13, 2007 - April 25, 2014
FWM LEGACY, LLC
RIA
CRD#: 144344
KANSAS CITY, MO
Past
June 11, 2002 - September 7, 2007
ASPEN WEALTH MANAGEMENT, INC.
RIA
CRD#: 116061
MERRIAM, KS
Past
June 14, 2001 - February 21, 2003
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
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(8/6/2024)
IAR
Texas(8/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CLEARPATH WEALTH MANAGEMENT, L.C.
BLW WEALTH MANAGEMENT | CLEARPATH WEALTH MANAGEMENT, L.C. | BUTLER, LANZ & WAGLER, L.C.
CRD#: 116029 / SEC#:
Kansas
Registered Investment Advisory firm - (8/20/1998 Approved)Missouri
Registered Investment Advisory firm - (7/30/1998 Approved)Texas
Registered Investment Advisory firm - (1/31/2015 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9393 W. 110th Street, Suite 210, Overland Park, KS 66210
Mailing Address
Phone number
(913) 336-3500
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 195 |
| AUM (Assets Under Management) | $ 63,235,000 |
Red Flags
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Company Information
CLEARPATH WEALTH MANAGEMENT, L.C.
CRD#: 116029Overland Park, KS 66210TRUST BUT VERIFY
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