DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

KENT ALLEN LALONDE

Advisor at CREATIVE FINANCIAL DESIGNS, INC.

San Clemente, CA | KOKOMO, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:89483953-77c6-efe3-6dc8-6bc0f0edfc92

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE FINANCIAL DESIGNS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 9, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 9, 1999
First registration: Jan 7, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 3241329

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Nov 17, 2005	n/a	yes	San Clemente, CA\|KOKOMO, IN	Current employment
PLANMEMBER SECURITIES CORPORATION	Independent wealth	Nov 17, 2004	Nov 15, 2005	no	CARPINTERIA, CA	Previous registration
WORTHMARK FINANCIAL SERVICES, LLC	n/a	Sep 30, 2004	Nov 18, 2004	no	SAN CLEMENTE, CA	Previous registration
PLANMEMBER SECURITIES CORPORATION	Independent wealth	Jan 7, 2003	Sep 28, 2004	no	LAGUNA NIGUEL, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PLANMEMBER SECURITIES CORPORATION	CREATIVE FINANCIAL DESIGNS, INC.	Nov 15, 2005	Nov 17, 2005	2	Firm change	Other
WORTHMARK FINANCIAL SERVICES, LLC	PLANMEMBER SECURITIES CORPORATION	Nov 18, 2004	Nov 17, 2004	-1	Firm change	Other
PLANMEMBER SECURITIES CORPORATION	WORTHMARK FINANCIAL SERVICES, LLC	Sep 28, 2004	Sep 30, 2004	2	Firm change	Other

Relationships

Registered with (3)

→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: current employment
Nov 17, 2005 to presentfactForm ADV
→ PLANMEMBER SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Nov 17, 2004 to Nov 15, 2005factForm ADV
→ WORTHMARK FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 30, 2004 to Nov 18, 2004factForm ADV

Dated events

No dated event names this entity yet.