About CFD

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.

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Brent

BRENT OWENS

PRESIDENT

While our clients are not obligated to implement their plans through us, most want to! As a result, we created other CFD companies to offer quality products for the implementation process. The CFD family of companies was formed to give advisers a single resource to fulfill all their clients needs.

Chris

KRIS HALE

VICE PRESIDENT

The CFD companies are the outgrowth of a singular financial organization founded in 1969. 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.

Kregg

KREGG ROOZE

VICE PRESIDENT

We Believe "You Gotta Have a Plan!" We are devoted to bringing you and your clients top quality comprehensive Investment Management and Financial Planning Services. Let us show you how we can provide the right services and the right products that your clients need and require to meet their financial goals!

Integrity

We are committed to being a firm of integrity regardless of circumstances.

History

The CFD Companies are the outgrowth of a singular financial organization founded in 1969.

Mission

We intend to recruit and retain Advisers committed to placing the needs of their clients before their commission needs.

Commitment

Our commitment is to help our advisers serve their clients in the manner we would like to be served if we were in their circumstances

Pioneers

We are one of the early pioneers in the financial planning movement who believed clients should have planning services available on a fee basis without being obligated to implement products through the Broker/Dealer the planner represented.

Goal

Our goal is to have Christian Representatives who walk the Walk, serve well, and are good stewards with their time, talent, and treasure.

What We do

cfd Investments, Inc. is a Registered Broker/Dealer, and Creative Financial Designs, Inc. is a Registered Investment Advisor. What this means to YOU, is that we provide services, tools, technology, and a money management platform that allows YOU to make proper and effective decisions for your clients' financial future.

CHRISTIAN REPRESENTATIVES

Our goal is to have a team of Advisers that serve their clients in a Christ-like manner, and are good stewards with their time, talent, and treasure. Our intent is to share our love of Christ and our sense of family with our Advisers, with the idea that they may also share those sentiments with their clients.

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ADDRESS

Creative Financial Centre
2704 South Goyer
Kokomo, IN 46902

P: 800.745.7776
P: 765.453.9600
E: joincfd@cfdinvestments.com

For more information, contact Brent Owens, President/Director of Operations.

Member FINRA/SIPC

Privacy Policy

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.