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KL
CFP
KL
CFP

Kent Lalonde

Creative Financial Designs, INC.
27 Years of Experience
San Clemente, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kent Lalonde is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in San Clemente, CA, with 27 years of industry experience. Kent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 10,566 clients with $2.9B in assets under management.

Creative Financial Designs, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
10,566 clients
Average Client Portfolio
$278K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$7K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally start at 0.50% and range up to a maximum of 2.00% annually depending on the platform and strategy selected. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

136 Avenida Victoria, San Clemente, CA, 92672

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kent is involved in independent insurance sales, dedicating minimal time. He also owns rental property and works as an Investment Adviser Representative at Creative Financial Designs, Inc., and as a Financial Advisor at Blackmont Advisers, where he advises clients on retirement and investment planning, and provides life and health insurance, taking about a quarter of his time.

Employment History
Current Registrations
Cfd Investments, INC.Broker
November 2005 - Present · 20 yrs 11 mos
Creative Financial Designs, INC.
November 2005 - Present · 20 yrs 11 mos
Previous Registrations
Planmember Securities CorporationBroker
November 2004 - November 2005 · 1 yr
Planmember Securities Corporation
November 2004 - November 2005 · 1 yr
Worthmark Financial Services, LLC
September 2004 - November 2004 · 2 mos
Worthmark Financial Services, LLCBroker
September 2004 - November 2004 · 2 mos
Planmember Securities Corporation
January 2003 - September 2004 · 1 yr 8 mos
Planmember Securities CorporationBroker
January 2003 - September 2004 · 1 yr 8 mos
Washington Square Securities, INC.Broker
March 2000 - December 2002 · 2 yrs 9 mos
Sentra Securities CorporationBroker
January 2000 - March 2000 · 2 mos
Pruco Securities CorporationBroker
June 1999 - December 1999 · 6 mos
State Registrations21 states
AZCACOFLINKSMDMNMONCNMNVNYOHORPASCTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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