Kent Lalonde (CRD# 3241329) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 24 years of experience in the finance industry. Kent Lalonde has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4745563
Ausdal Financial Partners, Inc.
CRD# 3260878
Pnc Investments
CRD# 5295661
Creative Financial Designs, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lalonde Wealth Management Group | San Clemente, CA | Mar 2009 - Current | 15 |
| Cfd Investments, Inc. | Kokomo, IN | Nov 2005 - Current | 18 |
| Creative Financial Designs, Inc. | Kokomo, IN | Nov 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 1999 |
- CA
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Total Assets Under Management2,082MILLIONS
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Total Number of Accounts12,377ACCOUNTS
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Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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