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Albert Douglas Lalonde

Kaizen Wealth Management, LLC

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About Albert Douglas Lalonde

Albert Douglas Lalonde is an investment advisor representative associated with Kaizen Wealth Management, LLC, located in Shelby Township, Michigan. Albert has been in the industry since May 2012 and holds a Series 65 license. Albert provides financial planning and selection of other advisers to clients. Albert is also a managing member and insurance agent for Kaizen Financial Group, LLC.

Firm Information

Albert Lalonde is currently registered with Kaizen Wealth Management, LLC. Kaizen Wealth Management, LLC is a financial advisor offering fee-based fixed annuities and financial planning services. They also assist clients in selecting other advisors. The firm has 2 licensed agents and 2 investment advisor representatives. They do not manage assets for individuals or businesses, and they do not participate in wrap fee programs.

Not reported

Assets Under Management

250

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Referral fees

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Albert Lalonde’s Registration & Firm History

MI

09/19/2024 - Present

Kaizen Wealth Management, LLC (SHELBY TOWNSHIP MI)

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Licenses & Designations

IA

Issued 09/08/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Albert Douglas Lalonde.
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