Let's Grow Together
Why Advisers Partner With CFD
Throughout our 40-year history, the CFD Companies (Broker/Dealer and RIA) have consistently recognized that individuals are best served by a financial professional who possesses the freedom to implement personalized planning and investment strategies. We firmly believe that an adviser’s Broker/Dealer and RIA should act as a partner and resource network, empowering adviser-client relationships through trust, innovative support and a shared commitment to mutual growth.
From Promise to Practice: Support, Solutions, Scale
Support That Empowers
You know your business best. We provide a 3:1 adviser-to-staff ratio, continuous training and direct access to leadership.
Guided by Our Beliefs
We champion independence, exceptional service and innovation, while treating everyone in a Christ-like manner.
Driven By Advisers
We challenge you to bring us new ideas and disrupt the status quo. It’s not about fitting in; it’s about how we can serve you.
Top Tier Technology
Empower every interaction with secure, cutting-edge platforms built to grow and flex with your advisory.
01
Generous Compensation
Keep more of what you earn with a transparent payout grid that grows with you.
02
Personalized Back-Office Power
Enjoy an industry-leading 3-to-1 home-office-staff-to-advisor ratio—three specialists backing every advisor. Tap into best-in-class tools, on-demand resources, and a team that knows you by name, not by ticket number.
03
Top Tier Technology
Gain access to the highest-quality, most advanced, and most reliable technological tools, systems, and platforms that will help you customize your services.
05
Work-Life Balance
Flexibility to manage your time and grow your practice at your pace as an Independent adviser managing and making decisions for your own business.
04
Exclusive Products & Services
A wide range of tailored financial solutions and strategies (Including Faith Based Options) to meet the needs of every client.
06
Networking & Recognition
Earn exclusive incentive trips, attend recognition events, and connect with leading advisers—celebrating your success while expanding your professional network.
We’re a growing family empowering 150+ financial professionals with over $7 billion in assets served.
Backed by over four decades of unwavering commitment.
Broker/Dealer
The RIA arm of the CFD Companies.
Founded in 1982.
Registered Investment Adviser
The Broker/Dealer arm of the CFD Companies.
Founded in 1990.
What Our Advisers Say
Reputation matters; don't take our word for it.
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.
Leaving a major wirehouse to join cfd was the best decision of my career and my only regret is not doing it sooner! This organization is truly special for many reasons, but it all starts with the people who work here; The cfd team is filled with incredibly kind, talented, and knowledgeable people who consistently go above and beyond to serve their advisers while cultivating a familial environment. To anyone looking for a new opportunity to work with a broker dealer that truly values their advisers; There is no place I’d rather be...
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.
When looking for a new broker-dealer, my search targeted small, non-corporate, independent institutions. I came from the large corporate environment, and it drove me insane. I was a number. Service, the advisors, and the clients were secondary to corporate policy and the bottom line. With CFD, the advisors and the clients come first, and that is proven every day. It’s been two years now that I selected CFD to assist me in serving my clients. They have helped me put the past behind me, and continue to show me the future is bright in their organization. I am a member of the family, and they demonstrate so at every turn.
Your Path to Partnership
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Come Visit
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Are we a good fit?
Hi, I'm Jamie, Director of Strategic Partnerships at the CFD Companies. I can't wait to learn more about you and discover how we can elevate your practice.
