Albert D. Lalonde

KAIZEN WEALTH MANAGEMENT

Shelby Township, MI 48317

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CRD#: 4900970

Professional summary

Albert Douglas Lalonde MR., who also goes by Albert Douglas Lalonde, is a registered financial advisor currently at KAIZEN WEALTH MANAGEMENT, LLC located in Shelby Township, Michigan.

Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Albert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Albert Douglas Lalonde

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.

Kaizen Financial, Inc.; investment related; Shelby Township; Insurance services and product sales; Managing Member/Insurance Agent; started 04/2025; approximately 75% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Douglas Lalonde MR.'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®

None

Experience

Current

December 13, 2016 - Present

KAIZEN WEALTH MANAGEMENT, LLC

Office #1: 47702 Van Dyke Ave., Shelby Township, MI 48317

RIA

CRD#: 285678

Shelby Township, MI

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.

Highlighted states indicate IAR registrations

IAR

Florida
(3/6/2025)

IAR

Michigan
(12/13/2016)

IAR

Texas
(9/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/8/2016

Uniform Investment Adviser Law Examination

Current Firm

KAIZEN WEALTH MANAGEMENT, LLC

CRD#: 285678 / SEC#:

Florida

Registered Investment Advisory firm - (3/6/2025 Approved)

Michigan

Registered Investment Advisory firm - (12/7/2016 Approved)

Texas

Registered Investment Advisory firm - (9/19/2024 Conditional Restricted)

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Contact information

Main Address

47702 Van Dyke Ave., Shelby Township, MI 48317

Mailing Address

Phone number

(586) 752-7008

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Albert D. Lalonde

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Douglas Lalonde MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

KAIZEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/2016

Current Firm

KAIZEN WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

KAIZEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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