Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Cory Lynn Lagerstrom | M | - |
CreativeOne Wealth LLC
 CreativeOne Wealth LLC Investment ManagersFinance CreativeOne Wealth LLC is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by Cory Lagerstrom in 2015 as Change Path LLC and legally changed its name to CreativeOne Wealth LLC in 2022. They are primarily owned by CM2 Holding Co., Inc. CreativeOne Wealth mainly provides advisory services to individuals, high-net-worth individuals, and third-party investment advisers through their sub-advisory services. | 4 years |
| Sam Barton | M | - |
University of Kansas School of Law
| 3 years |
| Jason Scott | M | - |
CreativeOne Wealth LLC
CreativeOne Wealth LLC Investment ManagersFinance CreativeOne Wealth LLC is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by Cory Lagerstrom in 2015 as Change Path LLC and legally changed its name to CreativeOne Wealth LLC in 2022. They are primarily owned by CM2 Holding Co., Inc. CreativeOne Wealth mainly provides advisory services to individuals, high-net-worth individuals, and third-party investment advisers through their sub-advisory services. | - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 3 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- JP Rankin
- Personal Network
