Terry W May
Investment adviser representative at Creative Financial Designs, Inc.
36 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
36 years in the industry.
- Creative Financial Designs, Inc.Apr 2003 to now
- May Financial Group IncJan 1998 to now
- Cfd Investments, Inc.Aug 1990 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 1 state (OH).
Creative Financial Designs, Inc.
$2.9BAssets managed
10,566Clients
159Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1453998
- Firm CRD
- 109032