CFD Companies

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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

Congratulations to the advisers recognized in this week’s Top 10.We are proud to celebrate this achievement alongside yo...
10/14/2026

Congratulations to the advisers recognized in this week’s Top 10.

We are proud to celebrate this achievement alongside you.

Explore CFD at joincfd.com.

10/13/2026

Relationships remain one of the most important parts of a successful advisory business. Learn why personalized support still matters, even as technology continues to evolve.

Are you CFD? Find out at joincfd.com



Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser. Securities offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA/SIPC.

Congratulations to our September Adviser of the Month, Rich!This recognition reflects the dedication behind Rich's work ...
10/09/2026

Congratulations to our September Adviser of the Month, Rich!

This recognition reflects the dedication behind Rich's work and the impact he continues to make through his practice.

Read more:
https://www.joincfd.com/adviser-of-the-month

Recognizing this week’s Top 10 advisers.Your dedication and continued growth are worth celebrating.Learn more at joincfd...
10/07/2026

Recognizing this week’s Top 10 advisers.

Your dedication and continued growth are worth celebrating.

Learn more at joincfd.com.

10/06/2026

Every adviser builds their practice differently. Learn how the flexibility of CFD's Broker/Dealer and Registered Investment Adviser platforms can help support your goals as your business evolves.

Are you CFD? Find out at joincfd.com



Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser. Securities offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA/SIPC.

Recognizing the advisers who earned a place in this week’s Top 10.We’re glad to celebrate this moment with you.Learn mor...
09/29/2026

Recognizing the advisers who earned a place in this week’s Top 10.

We’re glad to celebrate this moment with you.

Learn more at joincfd.com.

09/29/2026

More investors are looking for alignment between their values and their investments. Discover why conversations around Biblically Responsible Investing continue to gain momentum.

Are you CFD?
Find out at joincfd.com



Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser. Securities offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA/SIPC.

Another Fall Financial Adviser Conference is in the books.Throughout the event, we came together to strengthen relations...
09/25/2026

Another Fall Financial Adviser Conference is in the books.

Throughout the event, we came together to strengthen relationships and look ahead to 2027.

Thanks to all who made this a successful conference!

With all the activity surrounding our Fall Conference, we missed sharing one of our Top 10!Here’s a look back at our Top...
09/25/2026

With all the activity surrounding our Fall Conference, we missed sharing one of our Top 10!

Here’s a look back at our Top 10 from September 1-10. Congratulations to everyone recognized!

Explore CFD at joincfd.com.

We’re proud to recognize Mike Dusold as our CFD Masters Inductee for 2026. Congratulations, Mike, on this well-earned re...
09/23/2026

We’re proud to recognize Mike Dusold as our CFD Masters Inductee for 2026. Congratulations, Mike, on this well-earned recognition!

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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