Alejandro Alberto Lebron

CFP

Creative Financial Designs, INC.

25 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Creative Financial Designs, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

151 advisors

Number of Clients

9,767 clients

Average Client Portfolio

$254K average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$10K

Location

5405 Gateway Centre Drive, Suite A, Flint, MI, 48507

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Alejandro is an agent selling and servicing fixed insurance products, dedicating minimal time to this activity. He is also the owner of Bridge Wealth Management, spending significantly more than full-time hours on this investment-related business.