cfd Investments

Cfd Investments

Financial Services, 2704 S Goyer Rd, Kokomo, Indiana, 46902, United States, 11-50 Employees

cfdinvestments.com

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phone no Phone Number: 80********

Who is CFD INVESTMENTS

The cfd Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to the Finan...

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  • 2704 S Goyer Rd, Kokomo, Indiana, 46902, United States Headquarters: 2704 S Goyer Rd, Kokomo, Indiana, 46902, United States
  • 1990 Date Founded: 1990
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 541110 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from CFD INVESTMENTS

cfd Investments Org Chart and Mapping

Employees

Marie Torres

Retirement Income Certified Professional

Eric Grzegorski

Attorney & Financial Advisor

Milton Mingo

Registered Representative

Tim Wright

Registered Representative

Ed Ramirez

Registered Associate

Troy Jerrils

Financial Advisor/Registered Representative

Makayla Hubartt

Processing Operations Manager

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Frequently Asked Questions Regarding Cfd Investments

Answer: cfd Investments's headquarters are located at 2704 S Goyer Rd, Kokomo, Indiana, 46902, United States

Answer: cfd Investments's phone number is 80********

Answer: cfd Investments's official website is https://cfdinvestments.com

Answer: cfd Investments's revenue is $50 Million to $100 Million

Answer: cfd Investments's SIC: 6211

Answer: cfd Investments's NAICS: 541110

Answer: cfd Investments has 11-50 employees

Answer: cfd Investments is in Financial Services

Answer: cfd Investments contact info: Phone number: 80******** Website: https://cfdinvestments.com

Answer: 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

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