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Kent Allen Lalonde

Creative Financial Designs, Inc.

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About Kent Allen Lalonde

Kent Lalonde is a financial advisor with Creative Financial Designs, Inc. based in Kokomo, IN. Kent is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Kent provides financial planning, portfolio management for businesses and individuals, and educational seminars to clients. Kent also has experience in insurance sales.

Firm Information

Kent Lalonde is currently registered with Creative Financial Designs, Inc.. Creative Financial Designs, Inc. is an investment advisor headquartered in Kokomo, IN. The firm provides financial planning, portfolio management, and educational seminars for individuals, businesses, charitable organizations, and pension plans. They have a team of 79 licensed agents, 149 investment adviser representatives, and 140 registered representatives, managing over $2 billion in assets for over 12,000 clients.
Creative Financial Designs, Inc.

2704 S GOYER RD

KOKOMO, IN 46902

$2.08B

Assets Under Management

140

Total Clients

140

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kent Lalonde’s Registration & Firm History

IN

11/17/2005 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

CA

11/17/2004 - 11/15/2005

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

MN

09/30/2004 - 11/18/2004

WORTHMARK FINANCIAL SERVICES, LLC (ST. PAUL MN)

CA

01/04/2003 - 09/28/2004

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

CT

03/03/2000 - 12/31/2002

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

AZ

01/05/2000 - 03/08/2000

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

NJ

06/23/1999 - 12/10/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 07/09/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kent Allen Lalonde.
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