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Gary Lynn Cloyd

Creative Financial Designs, Inc.

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About Gary Lynn Cloyd

Gary Lynn Cloyd is a financial advisor with over 28 years of experience in the industry. Gary is currently registered with Creative Financial Designs, Inc. and has been with them since 2020. Before joining Creative Financial Designs, Inc., Gary worked for CFD INVESTMENTS, INC. from 1992 to 2016. Gary has a Series 63, Series 7 and SIE license and is registered with the states of Indiana and Ohio. Gary's areas of specialization include financial planning, portfolio management for individuals and businesses, and educational seminars. He serves a range of clients, including individuals, families, and businesses.

Firm Information

Gary Cloyd is currently registered with Creative Financial Designs, Inc.. Creative Financial Designs, Inc. is an investment advisor headquartered in Kokomo, IN. The firm provides financial planning, portfolio management, and educational seminars for individuals, businesses, charitable organizations, and pension plans. They have a team of 79 licensed agents, 149 investment adviser representatives, and 140 registered representatives, managing over $2 billion in assets for over 12,000 clients.
Creative Financial Designs, Inc.

2704 S GOYER RD

KOKOMO, IN 46902

$2.08B

Assets Under Management

140

Total Clients

140

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Cloyd’s Registration & Firm History

OH

09/04/2020 - Present

Creative Financial Designs, Inc. (Greenville OH)

OH

03/27/1992 - 11/16/2016

CFD INVESTMENTS, INC. (GREENVILLE OH)

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Licenses & Designations

BC

Issued 01/26/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Lynn Cloyd.
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