Our Belief is that Clients' Planning Needs are best served by an Independent Investment Adviser they can trust and with whom they can develop friendships.

We provide you with the support, tools, techniques, quality financial products, and technologies for the achievement of your clients' financial goals.

Philosophy

OUR PHILOSOPHY

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!

WeBelieve

WE BELIEVE

  • Everyone needs a financial plan.
  • Good sales people should be sitting in front of people - not a computer developing financial plans.
  • Technical support must be available to meet the needs of your clients.
  • A well organized planning department should be available to develop customized comprehensive financial plans for the adviser’s clients.
Distinction

CREATING FINANCIAL DISTINCTION

We are committed to helping you serve your clients in a Christ-like manner, and establishing a way for you to distinguish your practice from the rest. We will work with you to create the distinction you need by using the tools, technology, and knowledge we have available for you.

Technology

Our technology provides Wall Street Benefits at Main Street Cost with Heartland Integrity. By integrating portions of our content into your personal website, the opportunity exists to dramatically enhance your practice.

Payouts

We offer one of the highest available payouts in the Financial Services Industry. All advisers will start 2017 at 75%, 85%, 88%, or 90% based on your 2016 year-ended Gross Dealer Concession (GDC).

Quality Investment Products

cfd Investments, Inc., our Registered Broker/Dealer, member FINRA and SIPC provides quality investment products for specific financial objectives!

What Our Advisers Are Saying

Independence

John Creekmur from Tremont, Illinos:
“Independence is such a huge issue for me having come from the wire-house setting. With cfd Investments, I have been able to run my business in the way in which I believe it should be run. CFD has been a great help, a great assistance, a wonderful tool for me working with a team that was really concerned about my success. They really want to serve and help my business grow.”

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Leading Edge

Terry May from Greenville, Ohio:
“I continue to work with cfd Investments because they are leading edge. The officers attend several conferences every year. They not only know what is currently working and the trends this year…they know what the trends will be in 5 years. The goal of cfd Investments is to grow with the adviser.”

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Puts You First

Gene Griffin from Terre Haute, Indiana:
“Many years ago we spent three hours with Mick and Brent Owens and decided that cfd Investments was the place for us. It has been the BEST career move of my life. What a pleasure it is to be involved with a company that ALWAYS puts you first. A company that is always REACHING out to help you in anyway that they can. A company that is QUICK to respond to any need or question that we might have to HELP us serve our clients in the very best way possible. Thanks you guys; You’re the GREATEST.”

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OUR MISSION

We are dedicated to providing Financial Advisers with the necessary support, tools, techniques, quality financial products, and technologies for the achievement of their clients' goals and objectives through a team of home office personnel committed to serving advisers in a Christ-like manner, believing you cannot push someone to the top of the mountain without getting there yourself.

Stay Connected

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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.