Floyd Financial Group LLC

Jacob Floyd is a financial advisor at Floyd Financial Group LLC in Springfield, MO, holding a Series 65 designation with five years of industry experience. He has been with Floyd Financial Group in various capacities since 2007. Outside of advisory services, he writes life insurance and fixed indexed annuities, receiving commissions from the issuing companies. Floyd Financial Group serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and institutional retirement advisory services. The firm manages approximately $146.3 million in discretionary assets across 617 client relationships, using a process that begins with a written financial plan and incorporates fundamental, technical, and cyclical analysis to guide investment decisions.

Randy Floyd is a financial advisor with Floyd Financial Group LLC in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Floyd Financial Group since 2006. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed, equity-indexed, and variable annuities, as well as Medicaid planning. Floyd Financial Group serves individual and high-net-worth clients through financial planning, discretionary portfolio management, and institutional retirement advisory services. The firm manages approximately $146.3 million in discretionary assets across more than 600 client relationships, using a process that integrates written financial plans with customized asset allocations and ongoing portfolio monitoring.