Alejandro Lebron
Alejandro Lebron is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Flint, MI, with 26 years of industry experience. Alejandro is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 10,566 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creative Financial Designs offers investment management services through various strategies, each with its own focus and minimum account size. These strategies include American Funds Focused, Best in Class, Biblical Faith Values (CFD4, Combination, Eventide Focused, Funds, Income, Inspire Focused, Tax-Wise, Timothy Focused), CFD4, Combination, Exchange Traded Funds, Five Tool, Fundamental Opportunities, Funds, Global, Income Strategy, Large Cap Growth, Large Cap Value, Progressive Trends, and Tax-Wise. Fees for these services are not detailed in this brochure.
Location
5405 Gateway Centre Drive, Suite A, Flint, MI, 48507
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alejandro is an agent selling and servicing fixed insurance products, dedicating minimal time to this activity. He is also the owner of Bridge Wealth Management, spending significantly more than full-time hours on this investment-related business.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
Executive Wealth Management, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
Commonwealth Financial NetworkBroker
Transamerica Financial Advisors, INC.Broker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Olde Discount CorporationBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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