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 63, Series 66
Experience Industry experience
32 years
Location
Greenville, OH 45331
OSAIC
Institution
Mark Wright is a CFP®-designated financial advisor with 32 years of industry experience. He has worked at OSAIC since 2018 and previously was with Signator Investors, Inc. and Financial Achievement Services, where he has held roles since 1999. Wright serves as a board member of the Arcanum Public Library and is active in his local church governance. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.
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).
Greenville, OH
5116 Children's Home Bradford Road
Greenville OH 45331
Advisors at this office
6
Ohio · Texas
32 years of industry experience
OSAIC
2018 - Present • 8 years
Greenville, OH
Signator Investors, inc.
2016 - 2018 • 2 years
Greenville, OH
Financial Achievements Services
1999 - Present • 27 years
Greenville, 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
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.
Series 63
Greenville, OH
Creative Financial Designs, Inc.
Gary Cloyd is a financial advisor with Creative Financial Designs, Inc. in Greenville, OH, holding a Series 63 designation and 32 years of industry experience. He has worked at Creative Financial Designs since 2020 and has been involved with cfd Investments, Inc and May Financial Group since 2018. Outside of his advisory roles, he is also involved in insurance sales, including Medicare Supplement products. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs asset-class model allocations and multiple risk objectives, supplements its strategies with third-party research, and provides Biblically Responsible Investing options.
Series 63, Series 65
Greenville, OH
Creative Financial Designs, Inc.
Wayne Fourman is a financial advisor with Creative Financial Designs, Inc. in Greenville, Ohio, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Creative Financial Designs since 2006 and is also involved with CFD Investments, Inc. Additionally, he serves as an officer and deacon at Faith Baptist Church. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary options.
Series 63
Ansonia, OH
Calton & Associates, Inc.
Wesley Wilt is a financial advisor with Calton & Associates, Inc. in Ansonia, Ohio, holding a Series 63 license and over 41 years of industry experience. He has worked with Calton & Associates since 2019 and previously held roles at Arbor Point Advisors and Securities America. Outside of his advisory role, Wilt is an insurance agent with Wilt Insurance, providing life, health, annuities, and long-term care products. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and commission-based brokerage and insurance products, using a combination of analytical approaches and due diligence processes for third-party money manager selection.
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