Adviser Benefits

We Appreciate You

At cfd Investments we are always looking for new services to assist our financial advisers, provide incentives and perks that show our advisers how much we appreciate them. One of the biggest perks is our Presidential Advisers Trip, where many Advisers and Home Office employees have the opportunity to spend some time together in a beautiful place with wonderful fellowship. In past years, our Presidential Advisers Trip has been held at such exotic locations as Aruba, Bahamas, Cancun, Jamaica, Cabo San Lucas, Barbados, and Grand Cayman.

Benefits and Services

cfd Investments looks forward to the continued expansion of benefits and services in years to come.

  • High commission payout, paid weekly
  • Presidential Advisers Trip
  • Semi-Annual Conferences
  • No Annual Fees for renewals, including your primary state, if your Annual Gross Dealer Concession is greater than $500,000
  • The Maximum Annual Fee for cfd Investments is $700 plus your $95 branch fee (for any Adviser doing less than $50,000)
  • Full Brokerage Services in stocks, bonds, ETFs, Options, and CDs through National Financial Services, a Fidelity Company, and RBC Correspondent Services
  • A diversified product line including a wide array of mutual funds, limited partnerships, variable products, fixed products, and managed account strategies
  • Errors and Omissions Insurance
    • Deductible Reduction Insurance Program – NAPLIA
  • Cyber Security Insurance Coverage, with optional financial adviser supplement
  • Access to Investment Management Services and Financial Planning Services
  • Staff trained to assist you with proposal presentations, technical support, and practice management assistance is always available for use
  • Financial Advisers Legal
  • "Employee" Benefits for Independent Contractors
    • Flexible Spending Account
    • Health Savings Account
    • Banking Services
    • Qualified Retirement Deposits

Team CFD

An opportunity for Advisers and CFD to join arms and go beyond mere compliance and is intended to lift spirits and provide resources. The heart of the CFD organization is to help Advisers succeed!

Presidential Adviser Trip

Offered to the Top 25 Financial Advisers and was hosted at Puerto Vallarta in 2017, Playa del Carmen in 2016, and Grand Cayman in 2015.

Interaction

We want to promote Adviser to Adviser peer interaction. There is nothing quite like ideas and encouragement from people who know firsthand what you are dealing with.

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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.