Grow with Us
A Broker/Dealer & RIA partner committed to Grow with You.
- It's Your Turn to Define Independence.
We believe your business is rooted in passion, a passion for helping others with your talents in wealth/financial management. It is our desire to be a partner and resource provider that empowers you, and grows with you, as you honor your talents and pursue your passion. It is our commitment to do what we can to be what you need, staying agile for what may come, without infringing upon your independence.
Contact usWhy CFD?
Uncommon Agility
Your business will change as your clients change; you expect more than a rigid
partner. Our desire is to grow with you, so we will remain agile, constantly pursing
innovation and improved support.
Our Beliefs
Our firm champions unwavering independence, exceptional service, innovative solutions, and comprehensive support. It is through the execution of our mission that we demonstrate our foundational belief: everyone, regardless of their personal faith, deserves to be treated in a manner that embodies the love of Christ.
Driven By Advisers
We challenge you to bring us new ideas and disrupt the status quo. It’s not about how you fit with us; it’s about how we can serve you.
Support That Empowers
You know the needs of your business and clients better than anyone else. We empower you to meet those needs with a 3:1 adviser to home office staff ratio, ongoing staff training and open access to firm leadership.
About
the CFD
Companies:
Throughout our 40-year history, the CFD companies (Broker/Dealer and RIA) have consistently recognized that individuals are best served by a financial professional who possesses the freedom to implement personalized planning and investment strategies. We firmly believe that an adviser’s Broker/Dealer and RIA should act as a partner and resource network, empowering adviser-client relationships through trust, innovative support and a shared commitment to mutual growth.
As you strive to meet the unique
challenges of each client in an everchanging world, we ask you to consider
what it would mean to have the support
of a firm that seeks to exemplify the belief
that everyone deserves to be treated in
a Christ-like manner. CFD is not seeking
those who fit with what we have; we
are seeking those who challenge us to
spread grace and love through biblical
stewardship and investing
Creative
Financial
Designs
A Journey To Excellence
Founded in 1982, Creative Financial Designs, Inc. is the Registered Investment Advisory (RIA) arm of the CFD Companies. Over the years, Creative Financial Designs has evolved to become home to many advisers operating on different business models. Whether it’s utilizing our in-house money management team, providing options for adviser discretionary management, or engaging with third-party asset managers, our goal is to be able to facilitate the business model that best serves you and your clients.
cfd Investments,
Inc.
A Rock Solid Foundation
Founded in 1990, CFD Investments, Inc. is the Broker/Dealer division of the CFD Companies.
As a Broker/Dealer, our commitment is to provide top-notch investments to suitable investors
through a network of fairly compensated Financial Advisers. Additionally, we strive to
operate our firm with a fair profit. To ensure the highest level of service, we have established
partnerships with various entities. These collaborations enable us to offer quality clearing
relationships, conduct comprehensive research, implement proper compliance procedures and
provide cash management accounts. Notably, our collaboration with National Financial Services, LLC,
a Fidelity Investments Company, allows us to combine the benefits of Wall Street expertise with the
integrity and values of Main Street. Through this partnership, and others, we offer a wide range of
comprehensive programs designed to support your growth.
Leadership
Brent Owens
President
Brent Owens is President of CFD Companies, including serving as President of cfd Investments, Inc. (Broker/Dealer) and Creative Financial Designs, Inc. (RIA).
Kregg Rooze
Vice President, Creative Financial Designs, Inc
Kregg Rooze serves as Vice President and Managed Accounts Director for Creative Financial Designs, Inc, the registered investment adviser of CFD Companies.
Mathew Bahrenburg
Chief Compliance Officer
Matthew Bahrenburg serves as General Counsel and Chief Compliance Officer for CFD Companies.
Kris Hale
Vice President, cfd Investments, Inc.
Kris Hale serves as Vice President of cfd Investments, Inc. the Broker/Dealer of CFD Companies.
Milestones
Creative Financial Designs is registered as a Registered Investment Adviser. Founder Mick Owens serves as the firm’s first president, a role he would hold until 1998.
cfd Investments, Inc. is registered and launched as a Registered Broker/Dealer. Founder Mick Owens serves as the firm’s first President, a role he would hold until 1998.
Brent Owens, son of founder Mick Owens, is named President of cfd Investments Inc. and Creative Financial Designs. At the time, the firm served 50 Financial Advisers with an average production of less than $10,000 per adviser.
The CFD Companies crosses over 100 Financial Advisers served.
Kris Hale named Vice President of cfd Investments Inc., and Kregg Rooze is named Vice President of Creative Financial Designs.
Creative Financial Centre opens. The CFD Companies move into a 44,000 square foot, custom built, home office building to house a growing staff and be able to host annual conferences.
Creative Financial Designs crosses $1 billion in AUM.
CFD Companies, cfd Investments Inc. and Creative Financial Designs, serve approximately 150 producing advisers dispersed among the 50 United States. Overseeing roughly $6 billion in total client assets, the two primary firms of CFD Companies are committed to strategic growth through leading in industry innovation and uncommonly personal relationships with the entire adviser family.
Ready to Chat?
We're available when you are. Fill out the form below so we can get to know you and your business. We are always looking for Advisers to "Grow With Us". If you feel the CFD Companies family is a good fit, we invite you to come for a visit on us. We look forward to hearing from you.
- Zachary Covert, Director of Business Development
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