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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 10,566 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally start at 0.50% and range up to a maximum of 2.00% annually depending on the platform and strategy selected. All fees are negotiable.
Fee Estimator
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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