CFD Companies

CFD Companies A Broker-Dealer (cfd Investments) & Registered Investment Adviser (Creative Financial Designs) partner for entrepreneurial financial advisers.

It's your turn to define independence. The “cfd” Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to the Financial Planning process in such a way that they can serve their clients in a professional manner without being either “captive” to an Insurance Company and its Broker/Dealer

or an isolated individual trying to be totally independent. 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 Believe…

- Everyone needs a financial plan.
- Good sales people should be sitting in front of people – not a computer developing financial plans.
- There should be a marketing system to reach your desired market systematized to the point that appointments are automatic.
- The initial consultation and data gathering meeting should be highly structured to motivate prospective clients to proceed with the planning process.
- A well-organized planning department should be available to develop customized comprehensive financial plans for the adviser’s clients.
- Technical support must be available to meet the needs of your clients.
- A monitoring system should be utilized to keep you abreast of the impact that market trends, tax changes, and product performance have on the goals of your clients and your ability to serve them.
- Representatives should not be dependent nor independent, but interdependent with an organization committed to serving them and their clients

Highlighting this week’s Top 10 advisers.Build with support that is personal, responsive, and aligned to your goals.http...
06/02/2026

Highlighting this week’s Top 10 advisers.

Build with support that is personal, responsive, and aligned to your goals.

https://www.joincfd.com/

For many advisers, faith and values are not separate from the work. They influence how they lead, serve, and support cli...
05/28/2026

For many advisers, faith and values are not separate from the work. They influence how they lead, serve, and support clients every day.

Connect with advisers across the country for a conversation around faith-based investing and practical ideas you can apply in your practice.

Register today.
https://www.joincfd.com/webinars/faith-based-investing-forum

This week’s Top 10 advisers!Build the next chapter with a partner that stays present, responsive, and invested in your v...
05/26/2026

This week’s Top 10 advisers!

Build the next chapter with a partner that stays present, responsive, and invested in your vision.
https://www.joincfd.com/

On Memorial Day, we remember those who gave their lives for our freedom. We’re grateful for their service and we honor t...
05/25/2026

On Memorial Day, we remember those who gave their lives for our freedom. We’re grateful for their service and we honor their legacy.

Congratulations to our April Adviser of the Month!Chris, the way you lead with integrity and serve the people around you...
05/21/2026

Congratulations to our April Adviser of the Month!

Chris, the way you lead with integrity and serve the people around you reflects the kind of relationships we value most at The CFD Companies. We’re grateful for you and proud to celebrate this recognition.

Be part of a firm that grows with you.
https://www.joincfd.com/adviser-of-the-month

A spotlight on this week’s Top 10 advisers.Build with support that’s personal, responsive, and aligned to your goals.htt...
05/19/2026

A spotlight on this week’s Top 10 advisers.

Build with support that’s personal, responsive, and aligned to your goals.

https://www.joincfd.com/

Built on Legacy since 1982. Yesterday, we celebrated an exciting milestone with a Ribbon Cutting ceremony for our newest...
05/15/2026

Built on Legacy since 1982.

Yesterday, we celebrated an exciting milestone with a Ribbon Cutting ceremony for our newest expansion at the Creative Financial Centre!

This addition represents an investment in the future of the CFD Companies, the advisers we serve, and the Howard County community. For more than 40 years, we have supported individuals, families, and financial advisers with a Christ-like commitment to serving others.

We’re grateful to the Greater Kokomo Chamber of Commerce, Mayor Tyler Moore, and everyone who joined us to celebrate this exciting next chapter.

Greater Kokomo Chamber of Commerce

A look at this week’s Top 10 advisers.Grow independently with a team that knows you and stays aligned with where you’re ...
05/12/2026

A look at this week’s Top 10 advisers.

Grow independently with a team that knows you and stays aligned with where you’re headed.

https://www.joincfd.com/

Recognizing this week’s Top 10 advisers.Choose a firm that values your vision and supports the way you build.https://www...
05/05/2026

Recognizing this week’s Top 10 advisers.

Choose a firm that values your vision and supports the way you build.

https://www.joincfd.com/

Reflecting on a meaningful Spring Financial Adviser Conference.Thank you to our advisers and attendees who joined us fro...
05/01/2026

Reflecting on a meaningful Spring Financial Adviser Conference.

Thank you to our advisers and attendees who joined us from across the country, contributing to the conversation on building a legacy with clarity, purpose, and the right support behind you. We’re excited to carry the momentum forward.

https://www.joincfd.com/article/spring-virtual-conference-2026

Address

2704 S Goyer Road
Kokomo, IN
46902

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18007457776

Website

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