Albert
Lalonde

Kaizen Wealth Management, LLC

CRD#4900970
Investment Advisor
in Utica, MI

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About this Advisor

Albert Lalonde is an advisor based in Utica, Michigan. Currently a registered investment advisor with Kaizen Wealth Management, LLC, they have gathered 14 years of practice as a registered advisor. Lalonde maintains a Series 65 license, designating the advisor as an investment advisor representative. Lalonde can act as an advisor based out of Michigan. During their career, the advisor has held roles at Kaizen Wealth Management, LLC, Kaizen Financial Group, LLC and Estate & Wealth Management, LLC. Kaizen Wealth Management, LLC is headquartered in Utica, Michigan. In total, Kaizen Wealth Management, LLC employs one person on staff. None of the advisor firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Kaizen Wealth Management, LLC provides financial planning services, selection of other advisers and other services. The firm may charge clients hourly and other fees.

Certifications and Registrations

Series 65

Years of Experience

14 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Others

Disclosures

Yes

Office Location

47702 Van Dyke Ave.
Utica, MI 48317

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Kaizen Wealth Management, LLC Brokerage Details

Total Number of Employees

1

MI Average: 21

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Albert Lalonde Work History

Albert has 14 years of experience.

2016 - Present (5 years)

Kaizen Wealth Management, LLC

2012 - Present (9 years)

Kaizen Financial Group, LLC

2006 - 2012 (6 years)

Estate & Wealth Management, LLC

Disclosures

Albert Lalonde has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kaizen Wealth Management, LLC

Albert Lalonde
Utica, MI

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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