Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
7 years
Location
Versailles, OH 45380
OSAIC
Institution
John Barga is a CFP® professional affiliated with OSAIC, with seven years of experience in financial advisory roles. His prior work includes positions at Edward Jones and various insurance agencies. He is actively involved in multiple local nonprofit organizations, including serving as a board member of the Darke County Foundation and holding leadership roles with the Versailles Knights of Columbus, Versailles Lions Club, and VAPPA. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through multiple programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a complex platform that integrates discretionary and third-party management options.
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range from $500 to $25,000, can exceed for high net worth clients.
$0+: Up to 3% annually for Plan Participant Retirement Program $0 - Program minimum varies by investment product and manager: Advisory fees negotiable; examples include up to 1.50% annually on certain program annuities $0+: Advisory Representatives negotiate fees individually, ranging up to several percentage points depending on service and client
Advisory Representatives receive commissions on securities and insurance product sales made through the affiliated broker-dealer.
Hourly rates for financial planning and consulting services generally range from $50 to $750 per hour.
Account minimum: $5,500 Minimum fee: No specific minimum fee amount disclosed; fees are negotiable and negotiated individually by Advisory Representatives. Fee-only: Financial planning and consulting services offered on hourly basis ($0 - $750/hour) or fixed fee basis (up to $25,000 or more for complex cases).
Versailles, OH
10511 Kley Road
Versailles OH 45380
Advisors at this office
4
Ohio
7 years of industry experience
OSAIC
2025 - Present • 1 year
Versailles, OH
Edward Jones
2022 - 2025 • 3 years
St Louis, MO
State Farm VP Management Corp
2021 - Present • 5 years
Beavercreek, OH
John Barga Insurance Agency
2021 - 2022 • 1 year
Bevercreek, OH
State Farm Corporate
2021 - 2021 • 1 year
Dallas, TX
State Farm VP Management Corp.
2021 - 2021 • 1 year
Fairborn, OH
State Farm VP Management Corp.
2019 - 2021 • 2 years
Huber Heights, OH
Ronnie Redd Insurance Agency
2017 - 2021 • 4 years
Huber Heights, OH
Josh Brooks Insurance Agency
2017 - 2017 • 1 year
Versailles, OH
Wright State University
2015 - 2017 • 2 years
Celina, OH
Wright State University
2015 - 2019 • 4 years
Dayton, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
ChFC®, Series 63, Series 66
Greenville, OH
Creative Financial Designs, Inc.
Trent May is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and has 19 years of industry experience. He has worked at Creative Financial Designs since 2009 and also maintains roles at CFD Investments, Inc. and May Financial. Outside of his advisory work, he serves on the Board of Directors for Nordecke and acts as Matchday Operations Director for Columbus Crew matches and related events. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs an asset-class model allocation approach informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with various fee structures and platform options.
Series 63
Ft Loramie, OH
Creative Financial Designs, Inc.
Craig Drees is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked with Creative Financial Designs since 2010 and has longstanding roles at Security Counselors, Standard Life, and D.B.A. Dree's Financial Services. Outside of his advisory work, he owns SMD Insurance Consultants, LLC, a non-investment-related business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and affiliated services in insurance, tax, and real estate.
CFP®
Sidney, OH
Creative Financial Designs, Inc.
Adam Fullenkamp is a CFP® professional with five years of industry experience, currently advising at Creative Financial Designs, Inc. in Sidney, Ohio. He has been with Creative Financial Designs since 2021 and is also involved with Seniormark, where he participates in Medicare health insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations adjusted by an Executive Investment Committee and offers specialized services including Biblically Responsible Investing strategies.
CFP®, Series 66
Sidney, OH
Creative Financial Designs, Inc.
Daniel Hoelscher is a CFP® professional with 17 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2019. He has also been associated with SeniorMark, LLC since 2009 and works as an independent insurance agent. Outside of financial advising, he is president of LoveTruthFully, Inc., a nonprofit focused on teaching Christians. Creative Financial Designs serves individual, corporate, and institutional clients by providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations with multiple risk objectives and offers Biblically Responsible Investing strategies, supported by an Executive Investment Committee and third-party research.
Series 63
Greenville, OH
Creative Financial Designs, Inc.
Douglas Shields is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and bringing 33 years of industry experience. He has been with Creative Financial Designs since 2000 and is also affiliated with May Financial Group and CFD Investments, Inc. Outside of his advisory roles, he serves as vice president of CD Shields Farm. Creative Financial Designs serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing, with flexible billing options and a suite of affiliated financial and advisory services.
ChFC®, Series 63
Greenville, OH
Creative Financial Designs, Inc.
Terry May is a financial advisor with Creative Financial Designs, Inc. in Greenville, Ohio, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. He has been with Creative Financial Designs since 2003 and also serves as president of May Financial Group Inc., an independent insurance sales business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.
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