Wyatt Lalonde
Investment adviser representative at Creative Financial Designs, Inc.
18 yearsExperience
1 stateRegistered in
$2.9BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Creative Financial Designs, Inc.Jan 2026 to now
- Blackmont AdvisorsJul 2025 to now
- Risk Placement ServicesJun 2024 to Sep 2024
- Wind & Sea RestaurantDec 2022 to Sep 2023
- California Polytechnic State UniversitySep 2021 to Jun 2025
- Liftfoils SverigeApr 2021 to Jun 2024
- San Clemente High SchoolAug 2017 to Jun 2021
- Vista Del Mar SchoolAug 2008 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Creative Financial Designs, Inc.
$2.9BAssets managed
10,566Clients
159Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8149686
- Firm CRD
- 109032