Advisor at Floyd Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Floyd Financial Group LLC
Location
Springfield, MO 65807
Credentials
Series 65
Industry experience
5 years
Jacob Floyd is a financial advisor at Floyd Financial Group LLC in Springfield, MO, holding a Series 65 designation with five years of industry experience. He has been with Floyd Financial Group in various capacities since 2007. Outside of advisory services, he writes life insurance and fixed indexed annuities, receiving commissions from the issuing companies. Floyd Financial Group serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and institutional retirement advisory services. The firm manages approximately $146.3 million in discretionary assets across 617 client relationships, using a process that begins with a written financial plan and incorporates fundamental, technical, and cyclical analysis to guide investment decisions.
Based on Floyd Financial Group LLC
Maximum 1.25% annually, negotiable, charged monthly in advance based on prior month-end value
Commission-based compensation earned by licensed insurance agents for selling insurance products, separate from advisory fees
Account minimum: $30,000
1304 W Battlefield Rd
Springfield, MO 65807
Missouri · Texas
Floyd Financial Group, LLC
2020 - Present (6 years)
Floyd Financial Group
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Springfield, MO
Dittrich Financial Group LLC
CFP®, EA
Springfield, MO
Vance Financial Planning
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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