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Our History

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.

 

What Makes Us Standout

Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers while attempting to teach stewardship and demostrating Kingdom Values. 

To achieve our mission, we intend to recruit and retain Advisers committed to placing the needs of their clients before their commission needs.  We believe many Advisers who do not profess to be Christians are moral, ethical, technically competent, and put clients' needs first. While others who profess Christ might actually be charlatans, our goal is to have Christian Representatives who walk the Walk, serve well, and are good stewards with their time, talent, and treasure.  Our intent is to lovingly and with sensitivity evangelize to our non-Christian advisers while not turning them off to Christianity. 

Further, we realize that just because we claim Christ as our Savior that does not make us any better than anyone who doesn't. Just rest assured, as believers we are called to love others as we love ourselves. In other words, we are committed to treating everyone (regardless of their beliefs) the way we would like to be treated.

cfd Investments - ph: 800.745.7776 - email: questions@joincfd.com - 2704 S. Goyer Rd. Kokomo, IN Privacy Statement  ::  Terms Of Use
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