Alejandro A. Lebron
CREATIVE FINANCIAL DESIGNS
Flint, MI 48507
Some features on this profile are disabled
CRD#: 2646271
Professional summary
Alejandro Alberto Lebron, CFP®, who also goes by Alejandro Albert Lebron, Alex Lebron, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Flint, Michigan and CFD INVESTMENTS, INC. located in Flint, Michigan.
Alejandro is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Alejandro has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 52 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alejandro Albert Lebron | Alex Lebron
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Fixed Insurance; investment related; agent - fixed insurance sales & service; Flint, MI; start date 12/1/2015; 3 hours per mo, 3 hours per mo during trading. 2)Creative Financial Designs 3)Bridge Wealth Management, LLC-DBA Bridge Wealth Management-Owner-Flint, MI-Investment Related-240 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Alejandro Alberto Lebron's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
June 16, 2017 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 5405 Gateway Centre Drive Suite A, Flint, MI 48507RIA
CRD#: 109032
Flint, MI
Current
June 16, 2017 - Present
CFD INVESTMENTS, INC.
Office #1: 5405 Gateway Centre Suite A, Flint, MI 48507BD
CRD#: 25427
Flint, MI
Past
November 12, 2015 - June 1, 2017
EXECUTIVE WEALTH MANAGEMENT, LLC
RIA
CRD#: 140736
Brighton, MI
Past
November 4, 2015 - June 20, 2017
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
BRIGHTON, MI
Past
November 2, 2015 - June 20, 2017
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
BRIGHTON, MI
Past
July 7, 2010 - November 12, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
LIVONIA, MI
Past
August 3, 2007 - November 12, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
LIVONIA, MI
Past
March 26, 2002 - August 13, 2007
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
LIVONIA, MI
Past
March 4, 2002 - March 15, 2002
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
LOS ANGELES, CA
Past
October 10, 1997 - February 10, 1998
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
June 20, 1996 - October 21, 1997
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 20, 1996 - October 21, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
September 28, 1995 - January 15, 1996
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CREATIVE FINANCIAL DESIGNS, INC.
CFD INVESTMENTS, INC. | CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032 / SEC#: 801-60153
RIA
Registered Investment Advisory firm - (4/19/2001 Approved)California
Registered Investment Advisory firm - (4/20/2001 Terminated)Florida
Registered Investment Advisory firm - (4/19/2001 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Iowa
Registered Investment Advisory firm - (5/20/2002 Terminated)Kentucky
Registered Investment Advisory firm - (4/19/2001 Terminated)Maryland
Registered Investment Advisory firm - (5/20/2002 Terminated)Michigan
Registered Investment Advisory firm - (12/11/2001 Terminated)Missouri
Registered Investment Advisory firm - (4/19/2001 Terminated)New Jersey
Registered Investment Advisory firm - (4/19/2001 Terminated)North Carolina
Registered Investment Advisory firm - (12/19/2006 Terminated)Ohio
Registered Investment Advisory firm - (4/19/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/2/2018)
RR
Arizona(8/12/2021)
RR
Arkansas(1/6/2025)
RR
Florida(1/2/2018)
RR
Georgia(1/2/2018)
RR
Illinois(1/2/2018)
RR
Indiana(6/16/2017)
RR
Michigan(6/16/2017)
IAR
Michigan(6/16/2017)
RR
Missouri(9/10/2021)
RR
New Mexico(6/20/2025)
RR
New York(1/2/2018)
RR
North Carolina(6/16/2017)
RR
Ohio(1/6/2020)
RR
Pennsylvania(6/16/2017)
RR
South Carolina(1/2/2018)
RR
Tennessee(2/1/2018)
RR
Texas(6/16/2017)
RR
Virginia(1/2/2018)
RR
Washington(4/24/2020)
RR
Wisconsin(1/6/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CREATIVE FINANCIAL DESIGNS, INC.
CFD INVESTMENTS, INC. | CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032 / SEC#: 801-60153
RIA
Registered Investment Advisory firm - (4/19/2001 Approved)California
Registered Investment Advisory firm - (4/20/2001 Terminated)Florida
Registered Investment Advisory firm - (4/19/2001 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Iowa
Registered Investment Advisory firm - (5/20/2002 Terminated)Kentucky
Registered Investment Advisory firm - (4/19/2001 Terminated)Maryland
Registered Investment Advisory firm - (5/20/2002 Terminated)Michigan
Registered Investment Advisory firm - (12/11/2001 Terminated)Missouri
Registered Investment Advisory firm - (4/19/2001 Terminated)New Jersey
Registered Investment Advisory firm - (4/19/2001 Terminated)North Carolina
Registered Investment Advisory firm - (12/19/2006 Terminated)Ohio
Registered Investment Advisory firm - (4/19/2001 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2704 S Goyer Rd, Kokomo, IN 46902
Mailing Address
P.o. Box # 2244, Kokomo, IN 46904-2244
Phone number
(765) 453-9600
Established
Firm type
Fiscal year end
# of Employees
150
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,029 |
| AUM (Assets Under Management) | $ 2,478,773,967 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 01/05/2024 | ||
| 01/10/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032Flint, MI 48507TRUST BUT VERIFY
Monitor Alejandro Lebron
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
