Experience the CFD Advantage
Advisers nationwide choose CFD for the tools, trust, and partnership that fuel success.
Exclusive Events, Lifelong Connections
Access conferences and incentive trips that unite advisers nationwide—sparking collaboration, growth, and shared success.
Top Tier Technology
Secure and cutting-edge platforms designed to scale your advisory and enhance every client interaction.
Proven for Over 40 Years
With decades of experience as both a B/D and RIA, we’ve built the trust, stability, and investment management expertise to help you grow with confidence.
Support That Empowers
You know your business best. We provide a 3:1 adviser-to-staff ratio, continuous training and direct access to leadership.
What Our Advisers Say
Reputation matters; don't take our word for it.
I continue to work with cfd Investments because they are leading edge. The officers attend several conferences every year. They not only know what is currently working and the trends this year…they know what the trends will be in 5 years. The goal of cfd Investments is to grow with the adviser.
Leaving a major wirehouse to join cfd was the best decision of my career and my only regret is not doing it sooner! This organization is truly special for many reasons, but it all starts with the people who work here; The cfd team is filled with incredibly kind, talented, and knowledgeable people who consistently go above and beyond to serve their advisers while cultivating a familial environment. To anyone looking for a new opportunity to work with a broker dealer that truly values their advisers; There is no place I’d rather be...
Many years ago we spent three hours with Mick and Brent Owens and decided that cfd Investments was the place for us. It has been the BEST career move of my life. What a pleasure it is to be involved with a company that ALWAYS puts you first.
When looking for a new broker-dealer, my search targeted small, non-corporate, independent institutions. I came from the large corporate environment, and it drove me insane. I was a number. Service, the advisors, and the clients were secondary to corporate policy and the bottom line. With CFD, the advisors and the clients come first, and that is proven every day. It’s been two years now that I selected CFD to assist me in serving my clients. They have helped me put the past behind me, and continue to show me the future is bright in their organization. I am a member of the family, and they demonstrate so at every turn.
Our firm has experienced exponential growth and CFD has been a key part of making that possible. Their ability to deliver custom solutions, act quickly, and provide a level of personal support is unmatched by any B/D or RIA. What truly sets CFD apart is the people—both at the home office and the network of advisors across the country—who have become like family to us. This community has provided not only professional collaboration but also encouragement and shared values. The strong Christian foundation at CFD has been a source of inspiration and alignment with our mission. Together, this partnership has helped us scale far beyond what we imagined possible. We are deeply grateful for the relationship and excited about what the future holds.
The most encouraging thing to me is that it is always clear that CFD wants to be a partner in my growth, both professionally and personally. I’m sure there are things I could ask for where the answer might be ‘no,’ but my experience has generally been, ‘Well that’s very interesting, let’s look at the regulation and figure this out.
Coming from a national Broker Dealer, I was initially concerned that business processing efficiency at CFD would be a step back. However, I found that I am running my business MORE efficiently, and I am receiving more personal service, with CFD than was the case with a large firm. The responsive service allows me to serve clients with a new level of excellence. I have been delighted to find that CFD leadership & the team make following through on their promises a way of life.
With the depth and complexity of industry offerings and the ever-changing nature of the industry itself, knowledge is power. And cfd puts that power at their advisers’ fingertips…
When looking for a new broker-dealer, my search targeted small, non-corporate, independent institutions. I came from the large corporate environment, and it drove me insane. I was a number. Service, the advisors, and the clients were secondary to corporate policy and the bottom line. With CFD, the advisors and the clients come first, and that is proven every day. It’s been two years now that I selected CFD to assist me in serving my clients. They have helped me put the past behind me, and continue to show me the future is bright in their organization. I am a member of the family, and they demonstrate so at every turn.
Solutions That Grow With You
A full spectrum of investment platforms backed by over 40 years of experience.
Registered Investment Adviser
Since 1990, our RIA has provided the flexibility advisers need to deliver tailored investment strategies. With full-service support and scalable solutions, we help you grow your advisory practice while staying focused on clients.
Biblically Responsible Investing
Our BRI platform helps advisers guide clients toward investments that reflect their faith. By aligning portfolios with Biblical principles, we provide opportunities to pursue strong returns without compromising values.
Broker/Dealer
Since 1982, our Broker/Dealer has provided advisers with the structure, compliance, and distribution support to serve clients confidently. With decades of proven stability, we empower advisers to grow their businesses while maintaining independence.
Where Advisers and Thought Leaders Connect
Twice a year, we bring advisers together with nationally recognized voices who spark fresh thinking and practical strategies for your business.
Because Success Deserves a Getaway
Enjoy family-friendly getaways reserved for top producers—unforgettable experiences where you’ll relax, recharge, and gain fresh ideas from peers and keynote speakers, all while creating lifelong memories with those who matter most.
Your Path to Partnership
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Hi, I'm Jamie, Director of Strategic Partnerships at the CFD Companies. I can't wait to learn more about you and discover how we can elevate your practice.
