The "cfd" Companies are the outgrowth of a singular financial organization founded in 1969. The "cfd" is derived from the first of the corporations to be formed in 1984 - one of the early pioneers in the financial planning movement who believed client should have "planning" services available on a fee basis without being obligated to implement products through the Broker/Dealer the planner represented. However, many Broker/Dealers not only felt clients should be obligated but also pushed their own proprietary products.
As a result, to position himself so that the needs of the clients could always be placed first, CFD Investments, Inc., a Registered Broker/Dealer, member FINRA, SIPC, was founded in 1990. The intent then and now is to build a firm started by an adviser, for advisers, to serve their clients by always placing client needs ahead of the needs of the firm and its advisers.