WebChangePath 2024 - 2024 3 years. Leawood, KS Advisory services offered through ChangePath, LLC a Registered Investment Advisor. Associate … WebOct 31, 2024 · Kelly Landry is a Financial Advisor at ChangePath based in Leawood, Kansas. Previously, Kelly was a Director, Financial Planning & Investment Advi sor & Representative at Cona Financial Group and also held positions at Soroptimist, Capital Financial Services, Capital Financial Global, Gregory D. Sheets, Transamerica Financial …
ChangePath acquires Partnervest, adds $700M in assets - Kansas …
WebChangePath. Business Services · Kansas, United States · 1,284 Employees . ChangePath is committed to your success. We provide quality investment solutions, innovative technology, practice management efficiencies, and marketing resources to advisers who operate their business with the highest integrity. Webchangepath, llc . supervisory procedures . and . compliance manual . october 27th, 2024. this supervisory procedures and compliance manual is the property of changepath, llc and must be returned to changepath llc should an employee’s association terminate for any reason. the contents of this document are confidential and should not be provided to is bofa closing
ChangePath - Overview, News & Competitors ZoomInfo.com
WebFeb 24, 2024 · ChangePath is part of the Business Services industry, and located in Kansas, United States. ChangePath. Location. 11460 Tomahawk Creek Pkwy Ste 200, Leawood, Kansas, 66211, United States. Description. ChangePath is committed to your success. We provide quality investment solutions, innovative technology, practice … WebAdvisory services offered through ChangePath, LLC, a Registered Investment Adviser. Learn more about Andrew Congleton's work … WebAt ChangePath, we want to help you make wise decisions today to positively impact you and your family tomorrow. How do we do it? We work with you to create and implement … is bofa.com legit