All of our Advisers start off at 75% on the Broker/Dealer side, 90% to 100% on the Registered Investment Adviser side, and 90% on the Fixed Insurance/Annuity side. If an Adviser is coming into our Broker/Dealer under a Registered Principal who is recruiting new Advisers, that Registered Principal receives a 5% to 20% override on the Reps in his/her office.
As an Independent Adviser, you may choose to place your Fixed Insurance and Annuity business (except EIA) away from our firm. However, we will pay 90% of the Street Level and GA Override on all Fixed business, plus combine the overall production with your Broker/Dealer and Fee based business to arrive at your B/D Bonus Level, resulting in a potentially higher overall payout.
|Dealer Concession||Effective Payout|
|$0 - $49,999||75%|
|$50,000 - $99,999||80%|
|$100,000 - $149,999||85%|
|$150,000 - $249,999||88%|
|$250,000 - $499,999||90%|
|$500,000 - $999,999||91%*|
Payout schedule is established based on trailing 12 month gross dealer concession.
*All Advisers will start the year off at 75-90%, and payout percentages are not retroactive to Dollar One. As a result, only concessions exceeding the $500,000 threshold will be paid out at the higher percentage rate.
We are committed to being a firm of integrity regardless of circumstances.
The CFD Companies are the outgrowth of a singular financial organization founded in 1969.
We intend to recruit and retain Advisers committed to placing the needs of their clients before their commission needs.
Creative Financial Centre
2704 South Goyer
Kokomo, IN 46902
For more information, contact Brent Owens, President/Director of Operations.
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.