A proud moment for CFD Companies! Our president, Brent Owens, appeared on?Making Money?with?Charles Payne! Check out these photos from his time on the show! ???? Thank you, Charles, for inviting Brent onto the show to talk about Biblically Responsible Investing! If you missed the show, stay tuned! Brent's appearance will re-air this weekend—don’t miss your chance to catch it! ?? #CFDCompanies #CFDFamily #GrowWithUs #FinancialAdviser #BiblicallyResponsibleInvesting
CFD Companies
金融服务
Kokomo，Indiana 580 位关注者
A Broker/Dealer & RIA partner committed to Grow with You.
关于我们
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
- 网站
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joincfd.com
CFD Companies的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Kokomo，Indiana
- 类型
- 上市公司
- 创立
- 1990
地点
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主要
获取路线
2704 S. Goyer Road
US，Indiana，Kokomo，46902
CFD Companies员工
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Tom Beachy, CFP?
Financial Advisor | CERTIFIED FINANCIAL PLANNER? with Beachy Wealth Management LLC focused on Wealth | Estate Planning
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Keren Wertenstein
Marketing Automation / Email Marketing/ Retention / CRM Manager
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Sherry Hight
Registered Principal at cfd Investments, Inc.
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Daniel C. Ballister, CFP?
Financial Advisor at Creative Financial Designs
动态
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?? Exciting News! ?? If you weren't able to watch Brent on?Making Money?with Charles Payne, now's your chance to catch the re-airing and hear his insights on Biblically Responsible Investing and values-driven financial strategies! ?? Don't miss out! Click the link to watch Brent’s appearance and gain valuable insights on Biblically Responsible Investing and where he thinks the market is headed! https://lnkd.in/eUFmrWq #CFDCompanies #CFDFamily #GrowWithUs #FinancialAdviser #AdviserSuccess #BiblicallyResponsibleInvesting
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Our home office staff was thrilled to watch Brent on?Making Money with Charles Payne! It was inspiring to see him share his insights on Biblically Responsible Investing and represent CFD on such a big platform! ?? Missed the show? No worries! Brent's appearance is re-airing this weekend—be sure to tune in! ?? #CFDCompanies #CFDFamily #GrowWithUs #FinancialAdviser #FinancialSuccess #BiblicallyResponsibleInvesting
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We're thrilled to celebrate our top 10 advisers of the week! Your passion and dedication to helping others is inspiring! Well done!????? Join us in congratulating our financial advisers for their outstanding dedication and hard work! ?? #CFDCompanies #CFDFamily #GrowWithUs #FinancialAdviser #FinancialPlanning #AdviserSuccess
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?? Tomorrow’s the day! ?? We're just one day away from our President, Brent Owens, appearing on 'Making Money' with Charles Payne at 2pm Eastern! He’ll be sharing expert insights on Biblically Responsible Investing and how value-driven strategies can shape financial decisions. ?? Don’t miss it! Tune in tomorrow to 'Making Money' with Charles Payne on the Fox Business Network and gain valuable insights on faith-based investing. https://lnkd.in/eUFmrWq #CFDCompanies #CFDFamily #GrowWithUs #FinancialAdviser #BiblicallyResponsibleInvesting
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Happy Jeans Day from your CFD Family!??? Each quarter, we choose a local charity or fundraiser to support, and this time, we're proud to give back to DADCAMP??? EST. 2006! Their programs provide fathers with meaningful experiences that inspire and equip them to lead their families with confidence and purpose. ?? Want to learn more about DadCamp’s impact? Click the link to explore their mission and see how you can get involved! https://dadcamp.org/ #CFDCompanies #CFDFamily #GrowWithUs #CommunitySupport
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A big round of applause for our adviser of the month! Your exceptional support and guidance are truly appreciated. Thank you for everything you do! ???? Here is Brent's message for our Adviser of the Month: "Congratulations go out to Bill Clark for being the February Financial Adviser of the Month! Bill joined the CFD Family in June of 2003. He has qualified for 11 Presidential Adviser Trips. My relationship goes way back with Bill. I met him on an Ash Brokerage Conference in either Naples, FL or Las Vegas about 23 years ago. He joined CFD and the rest is history. He has been an amazing adviser and a great friend to me and the CFD Family!" We asked Bill for his comments on receiving this honor and here's his reply: "Thanks, Brent! You and CFD family have done a great job in supporting us over the last 20 plus years. I know that when we need something, the CFD team cares and is responsive." Bill, we look forward to you qualifying for our 2026 Presidential Adviser Trip in Key West, FL on February 18th – 22nd. Congratulations on a great 2024 and a great start to your 2025! #CFDCompanies #CFDFamily #GrowWithUs #FinancialAdviser #FinancialPlanning #AdviserSuccess
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Are you ready to elevate your practice? ?? Our Spring Financial Adviser Conference is just a month away! Don't miss this chance to connect with fellow advisers, gain insights from industry experts, and discover new strategies to elevate your practice! ?? Secure your spot today and get ready for an event full of learning, networking, and growth! #CFDCompanies #CFDFamily #GrowWithUs #Valor2025 #FinancialAdviser #FinancialPlanning #FinancialSuccess
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Congratulations to our top 10 advisers of the week! Your valuable insights and guidance make a significant impact on your clients. Keep up the great work! ?? Join us in celebrating our advisers for their hard work, dedication, and outstanding achievements. #CFDCompanies #CFDFamily #GrowWithUs #FinancialAdviser #FinancialPlanning #FinancialSuccess
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Set a reminder—this is a must-watch! ?? We’re beyond excited that our President, Brent Owens, will be a guest on 'Making Money' with Charles Payne on Tuesday, March 11th at 2pm Eastern! He’ll share expert insights on Biblically Responsible Investing and how aligning financial decisions with faith-based values creates a lasting impact. Don't miss out! Tune in to the Fox Business Network to hear Brent share his thoughts on Biblically Responsible Investing strategies! ?? https://lnkd.in/eUFmrWq #CFDCompanies #CFDFamily #GrowWithUs #FinancialAdviser #FinancialPlanning #ChristianLeadership