Unclaimed Profile

Cory Lynn Lagerstrom

CREATIVEONE WEALTH, LLC·OVERLAND PARK, Kansas

Series 7, Series 66Clean record24 years registeredCREATIVEONE WEALTH, LLC

6330 SPRINT PKWY, OVERLAND PARK, KS 66211CRD# 4381811Firm CRD# 281213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cory Lynn Lagerstrom · OVERLAND PARK, KS

Registration

CRD #4381811 · CREATIVEONE WEALTH, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CLEARPATH WEALTH MANAGEMENT, L.C.

Aug 2024 – present

CREATIVEONE WEALTH, LLC

Apr 2021 – May 2023

OVERLAND PARK, KS

CHANGE PATH LLC

Sep 2015 – Apr 2019

LEAWOOD, KS

FRONTIER WEALTH MANAGEMENT, LLC

Sep 2007 – Apr 2014

KANSAS CITY, MO

ASPEN WEALTH MANAGEMENT, INC.

Jun 2002 – Sep 2007

MERRIAM, KS

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 11, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREATIVEONE WEALTH, LLC

CRD 281213 · SEC 801-106677

AUM

$3.4B

Regulatory assets under management

Employees

201

21,910 client accounts

Services offered by CREATIVEONE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CREATIVEONE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Cory Lynn Lagerstrom offer?

Cory Lynn Lagerstrom specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Cory Lynn Lagerstrom's credentials?

Cory Lynn Lagerstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cory Lynn Lagerstrom located?

Cory Lynn Lagerstrom is based in OVERLAND PARK, Kansas, working with CREATIVEONE WEALTH, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Cory Lynn Lagerstrom charge for services?

Cory Lynn Lagerstrom's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-adviser fees/solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREATIVEONE WEALTH, LLC?

CREATIVEONE WEALTH, LLC has approximately 201 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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