Trent May
Trent May is a ChFC-designated registered investment advisor at Creative Financial Designs, INC., based in Greenville, OH, with 19 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9,767 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creative Financial Designs offers investment management services through various strategies, each with its own focus and minimum account size. These strategies include American Funds Focused, Best in Class, Biblical Faith Values (CFD4, Combination, Eventide Focused, Funds, Income, Inspire Focused, Tax-Wise, Timothy Focused), CFD4, Combination, Exchange Traded Funds, Five Tool, Fundamental Opportunities, Funds, Global, Income Strategy, Large Cap Growth, Large Cap Value, Progressive Trends, and Tax-Wise. Fees for these services are not detailed in this brochure.
Location
425 Memorial Dr, Greenville, OH, 45331
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trent is an Investment Advisor Representative at Creative Financial Designs, Inc. He also engages in independent insurance sales and serves on the Board of Directors for Nordecke as Matchday Operations Director, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
State Registrations11 states
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