CFD Companies Email Format

Financial ServicesIndiana, United States51-200 Employees

The CFD Companies operate in the financial services sector, delivering advisory services through Creative Financial Designs, Inc., a Registered Investment Adviser, and offering securities via CFD Investments, Inc., a Registered Broker/Dealer. They collaborate with Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives to help them become trusted, client-focused planners who serve clients on a fee basis and without being tethered to a single insurer or working in isolation. The firm emphasizes that clients are best served by an Independent Investment Adviser they can trust and who can develop lasting relationships.

Based in Kokomo, Indiana, the organization traces its roots to a financial firm founded in 1969, with CFD Investments established in 1990 to support advisers and their clients. It promotes integrity, adviser and client service, and stewardship, aiming to place clients’ goals ahead of commissions. A recent development notes that a CFD-affiliated adviser was featured as a panelist at the 2025 Jolt event.

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