Gary Lynn Cloyd

Employer firm

Creative Financial Designs, Inc. CRD 109032

$2.94B regulatory AUM 473 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1992 → 11/2016
  Cfd Investments, Inc.
  Greenville, OH
• 01/1998 → 11/2016
  May Financial Group
  Greenville, OH
• 02/2002 → 05/2019
  Castine Church Of The Brethren
  Arcanum, OH
• 02/1992 → 11/2016
  Creative Financial Designs, Inc
  Kokomo, IN
• 06/1992 → 11/2016
  Gary Cloyd Cfp
  Greenville, OH
• 10/2018 → Present
  May Financial Group
  Greenville, OH
• 08/2020 → Present
  Creative Financial Designs, Inc
  Kokomo, IN
• 10/2018 → Present
  Cfd Investments, Inc
  Kokomo, IN

Previous Registrations

• 2003-04-08 → 2010-12-31
  Creative Financial Designs, Inc.
  Kokomo, IN
  Greenville, OH

Other Businesses

1. Independent Insurance Sales; Investment Related; 425 Memorial Drive, PO BOX 320, Greenville, OH 45331; Medicare Supplement Sales; 10 hours/month; 10 hours/month; Agent;1/11/2020; Sales and services for Medicare Supplement / Plan D product 2. Creative Financial Designs; Investment Related; 8/26/2020 3. May Financial Group; Investment Related; 425 Memorial Drive, PO BOX 320, Greenville, OH 45331; Insurance; 40 hours/month; Agent; 10/24/2018; Insurance Sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-01-26