Financial Designs Corporation

Financial Designs Corporation (CRD# 14829) is a financial advisory firm headquartered in Claremont, CA. They manage $302,082,392 in 1,174 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    1,174
    ACCOUNTS
  • Average Account Value
    $257,310
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NH, NV, OR, TX, WA

Financial Advisors at Financial Designs Corporation
Showing 1 - 4 of 4 top financial advisors.
1
Ronald A. Bilecki
CRD#: 803553
540 W. Baseline Rd, #10, Claremont, CA 91711
96
Wealthminder
score

Ronald Bilecki (CRD# 803553) is an Investment Advisor Representative working at Financial Designs Corporation in Claremont, CA and has over 33 years of experience in the finance industry. Ronald Bilecki 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.

2
Vaughn G. Heydel
CRD#: 5101142
540 W. Baseline Rd, #10, Claremont, CA 91711
96
Wealthminder
score

Vaughn Heydel (CRD# 5101142) is an Investment Advisor Representative working at Financial Designs Corporation in Claremont, CA and has over 10 years of experience in the finance industry. Vaughn Heydel 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.

3
Nino G. Pavan
CRD#: 2358609
540 W. Baseline Rd, #10, Claremont, CA 91711
96
Wealthminder
score

Nino Pavan (CRD# 2358609) is an Investment Advisor Representative working at Financial Designs Corporation in Claremont, CA and has over 24 years of experience in the finance industry. Nino Pavan 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.

4
Adam J. Moody
CRD#: 6438892
540 W. Baseline Rd, #10, Claremont, CA 91711
87
Wealthminder
score

Adam Moody (CRD# 6438892) is an Investment Advisor Representative working at Financial Designs Corporation in Claremont, CA and has 1 year of experience in the finance industry.

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