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RIA / WealthAdvisor25 years in industry

CORY LYNN LAGERSTROM

Advisor at CLEARPATH WEALTH MANAGEMENT, L.C.

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:2d3c9c91-ba1b-6fb8-92c4-e570f5c0ff5b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Jun 11, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Cory Lynn Lagerstrom

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEARPATH WEALTH MANAGEMENT, L.C.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 23, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 23, 2001
First registration: Jun 11, 2002
Dual registered: no
IAPD individual key: 4381811

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLEARPATH WEALTH MANAGEMENT, L.C.	State registered	Aug 6, 2024	n/a	yes	OVERLAND PARK, KS	Current employment
CREATIVEONE WEALTH, LLC	Independent wealth	Apr 18, 2021	May 16, 2023	no	OVERLAND PARK, KS	Previous registration
CREATIVEONE WEALTH, LLC	Independent wealth	Sep 25, 2015	Apr 17, 2019	no	OVERLAND PARK, KS	Previous registration
FRONTIER WEALTH MANAGEMENT, LLC	Former SEC adviser	Sep 13, 2007	Apr 25, 2014	no	LEAWOOD, KS	Previous registration
ASPEN WEALTH MANAGEMENT, INC.	Former SEC adviser	Jun 11, 2002	Sep 7, 2007	no	MERRIAM, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVEONE WEALTH, LLC	CLEARPATH WEALTH MANAGEMENT, L.C.	May 16, 2023	Aug 6, 2024	448	Firm change after gap	RIA to state RIA
FRONTIER WEALTH MANAGEMENT, LLC	CREATIVEONE WEALTH, LLC	Apr 25, 2014	Sep 25, 2015	518	Firm change after gap	Other
ASPEN WEALTH MANAGEMENT, INC.	FRONTIER WEALTH MANAGEMENT, LLC	Sep 7, 2007	Sep 13, 2007	6	Firm change	Other

Relationships

Registered with (4)

→ CLEARPATH WEALTH MANAGEMENT, L.C.Registered adviserregistration: current employment
Aug 6, 2024 to presentfactForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Apr 18, 2021 to May 16, 2023factForm ADV
→ FRONTIER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 13, 2007 to Apr 25, 2014factForm ADV
→ ASPEN WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 11, 2002 to Sep 7, 2007factForm ADV

Dated events

Occurred
May 16, 2023
Advisor changed firm
Cory Lynn Lagerstrom left Creativeone Wealth, Llc for Clearpath Wealth Management, L.C. (registered 2024-08-06)
Form ADVobserved 4 days ago