CFD Attends Schwab IMPACT 2025
November 4–6, 2025
CFD Companies is proud to sponsor and attend Schwab IMPACT 2025 in Denver. This premier gathering of RIA leaders offers advisers the chance to learn, build connections, and explore new ideas shaping the future of the industry.
Presidential Adviser Trip February 2026
February 18-22, 2026
Our top-producing advisers will enjoy an unforgettable experience at the 2026 Presidential Adviser Trip in Key West, Florida. Held at the historic Casa Marina, this trip honors outstanding performance across the firm.
CFD Partners with Kingdom Advisors
February 11–13, 2026
CFD Companies is partnering with Kingdom Advisors as a Platinum Sponsor of Redeeming Money 2026 in Orlando, where faith and finance come together to shape the future of financial advice.
The CFD Masters Inaugural Class
Fall 2025
The CFD Masters launches this fall, honoring advisers who have shared lifelong memories together and now solidify their legacy in the firm’s history, receiving lasting prestige, recognition, and exclusive rewards.
Expanded Access for BRI Models
Fourth Quarter 2025
Creative Portfolio Management will soon be launching their Biblically Responsible strategies on the Schwab platform. Most of these strategies have over 10 years of a strong track record. More info coming soon.
Paul Miller Joins CFD Companies
Fall 2025
We are pleased to announce Paul Miller of Artesian Financial Group has joined CFD Companies, bringing a client-first approach, fiduciary focus, and fresh energy to our growing family. He is committed to guiding clients with personalized strategies and trusted advice.
Featured Media:
Our Commitment in Action
Discover stories, updates, and milestones that highlight the growth of the CFD Family. Be inspired by our shared commitment to your success.
Increased Partnership with Kingdom Advisors
November 4, 2024
CFD Companies Announce $300M in new AUA, Increased Partnership with Kingdom Advisors...
New York Stock Exchange opening bell with Inspire
December 17, 2024
CFD Companies President, Brent Owens, was invited by the Inspire ETF team to join them in ringing the closing bell at the New York Stock Exchange.
The Heart of CFD: A Culture Rooted in Family
January 15, 2025
Learn how our firm’s family-centered culture goes beyond business to build meaningful relationships and a supportive, values-driven community.
Rewarding Adviser Excellence: Conferences, Trips, and Recognition
January 31, 2025
Our mission is to help each adviser flourish, knowing their success is our success.
CFD Focuses on Building Community with Financial Professionals
January 27, 2025
CFD Companies focuses on fostering a tight-knit community.
A Gathering of Minds and a Celebration of Community
December 5, 2024
A three-day event that brought together financial advisers, home office staff, and industry experts to explore the theme of "What If?"