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® professional with 32 years of industry experience, currently affiliated with Osaic since 2018. He previously worked at Signator Investors, Inc. and has been involved with Financial Achievement Services since 1999. Wright serves as a board member of the Arcanum Public Library and the Ansonia First Church of God. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios managed on both discretionary and non-discretionary bases.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
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 at Creative Financial Designs, Inc. with 32 years of industry experience. He holds the Series 63 designation and has worked in various capacities at Creative Financial Designs, May Financial Group, and other affiliated firms since 1992. Outside of advisory services, he is involved in independent insurance sales, including Medicare Supplement products. 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 supported by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical 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 at Calton & Associates, Inc. with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Arbor Point Advisors and Securities America. Outside of his advisory role, he is also an agent for Wilt Insurance, focusing on the sales and service of life, health, annuities, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.
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