Insights

Strong Market Position With an annual revenue between 100 million to 250 million and a dedicated focus on independent financial advising, cfd Investments demonstrates a solid niche within the competitive financial services industry, making it an appealing partner for firms seeking specialized growth opportunities.

Growth-Focused Culture The company's active participation in industry events, such as the 2025 Jolt Conference, and the visibility of its affiliated advisors suggest a dynamic organization committed to marketing support and professional development, presenting avenues for collaboration on advisor training and marketing solutions.

Technology Enablement Utilizing a modern tech stack including cloud services, data analytics, and creative tools positions cfd Investments as receptive to innovative technological integrations that could enhance operational efficiency and client engagement—potential for tech partnerships or service extensions.

Distinct Value Proposition By emphasizing independence, integrity, and client-first principles, cfd Investments appeals to advisory firms aligned with ethical and stewardship values, creating opportunities to offer customized solutions that reinforce their core missions.

Workforce and Client Focus Serving a specialized group of registered representatives, life insurance agents, and investment advisory professionals, the company provides a targeted audience for platforms that support financial planning, compliance, or client management services aimed at independent advisors.

cfd Investments, Inc. Tech Stack

cfd Investments, Inc. uses 8 technology products and services including Open Graph, Cloudflare, MySQL, and more. Explore cfd Investments, Inc.'s tech stack below.

  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • Google Maps
    Maps
  • Google Tag Manager
    Tag Management
  • Adobe Creative Suite
    Visualisation Software

cfd Investments, Inc.'s Email Address Formats

cfd Investments, Inc. uses at least 2 format(s):
cfd Investments, Inc. Email FormatsExamplePercentage
First.Last@cfdinvestments.comJohn.Doe@cfdinvestments.com
90%
Last@cfdinvestments.comDoe@cfdinvestments.com
10%

Frequently Asked Questions

What is cfd Investments, Inc.'s phone number?

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You can contact cfd Investments, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is cfd Investments, Inc.'s official website and social media links?

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cfd Investments, Inc.'s official website is joincfd.com and has social profiles on LinkedIn.

What is cfd Investments, Inc.'s NAICS code?

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cfd Investments, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does cfd Investments, Inc. have currently?

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As of December 2025, cfd Investments, Inc. has approximately 84 employees across 4 continents, including North AmericaAsiaEurope. Key team members include President: A. G.Founder: M. O.Owner Chief Executive Officer: J. K.. Explore cfd Investments, Inc.'s employee directory with LeadIQ.

What industry does cfd Investments, Inc. belong to?

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cfd Investments, Inc. operates in the Financial Services industry.

What technology does cfd Investments, Inc. use?

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cfd Investments, Inc.'s tech stack includes Open GraphCloudflareMySQLFont AwesomeGoogle CloudGoogle MapsGoogle Tag ManagerAdobe Creative Suite.

What is cfd Investments, Inc.'s email format?

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cfd Investments, Inc.'s email format typically follows the pattern of First.Last@cfdinvestments.com. Find more cfd Investments, Inc. email formats with LeadIQ.

When was cfd Investments, Inc. founded?

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cfd Investments, Inc. was founded in 1990.

cfd Investments, Inc.

Financial ServicesIndiana, United States51-200 Employees

Grow With Us.

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.

The CFD Companies are the outgrowth of a singular financial organization founded in 1969.  Our founder was one of the early pioneers in the financial planning movement who believed clients should have “planning” services available on a fee basis without being obligated to implement products through the Broker/Dealer the planner represented. As a result, to position himself so that the needs of the clients could always be placed first, CFD Investments, Inc., a Registered Broker/Dealer, was founded in 1990.  The intent then and now is to build a firm started by an adviser for advisers to serve their clients by always placing client needs ahead of the needs of the firm and its advisers.

Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers while attempting to teach stewardship and demonstrating Kingdom Values.

Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1990
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    cfd Investments, Inc.'s revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    cfd Investments, Inc.'s revenue is estimated to be in the range of $100M$250M

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