Unclaimed Profile

Kent Allen Lalonde

CREATIVE FINANCIAL DESIGNS, INC.·KOKOMO, Indiana

SIE, Series 7, Series 66CFPClean record23 years registeredCREATIVE FINANCIAL DESIGNS, INC.

2704 S GOYER RD, KOKOMO, IN 46902CRD# 3241329Firm CRD# 109032

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kent Allen Lalonde · KOKOMO, IN

Registration

CRD #3241329 · CREATIVE FINANCIAL DESIGNS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

CREATIVE FINANCIAL DESIGNS, INC.

Nov 2005 – present

PLANMEMBER SECURITIES CORPORATION

Nov 2004 – Nov 2005

CARPINTERIA, CA

WORTHMARK FINANCIAL SERVICES, LLC

Sep 2004 – Nov 2004

SAN CLEMENTE, CA

PLANMEMBER SECURITIES CORPORATION

Jan 2003 – Sep 2004

LAGUNA NIGUEL, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 7, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREATIVE FINANCIAL DESIGNS, INC.

CRD 109032 · SEC 801-60153

AUM

$2.1B

Regulatory assets under management

Employees

152

12,377 client accounts

Services offered by CREATIVE FINANCIAL DESIGNS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CREATIVE FINANCIAL DESIGNS, INC. →

Introduction

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Frequently Asked Questions

What services does Kent Allen Lalonde offer?

Kent Allen Lalonde specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KOKOMO, Indiana for a consultation.

What are Kent Allen Lalonde's credentials?

Kent Allen Lalonde holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kent Allen Lalonde located?

Kent Allen Lalonde is based in KOKOMO, Indiana, working with CREATIVE FINANCIAL DESIGNS, INC.. Their office serves clients in the KOKOMO metropolitan area and surrounding communities.

How does Kent Allen Lalonde charge for services?

Kent Allen Lalonde's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREATIVE FINANCIAL DESIGNS, INC.?

CREATIVE FINANCIAL DESIGNS, INC. has approximately 152 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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