Milestones That Matter
Founding moments, expansion, and adviser achievements that tell the CFD story.
1969
Mick Owens enters the financial industry; Brent Owens is born.
1973
Mick Owens becomes a General Agent for Indianapolis Life.
1974
Construction begins on at 608 East Boulevard.
1982
Creative Financial Designs is founded.
1982
Mick Owens becomes the top producing adviser.
1990
CFD Investments is launched.
1990
Mick Owens serves as President of CFD Investments and Creative Financial Designs.
1998
Brent Owens is appointed President of CFD Investments and Creative Financial Designs.
2001
The inaugural Presidential Adviser Trip was held in Nassau. Bahamas.
2004
CFD Investments surpasses $100M in GDC.
2006
Construction begins on the Creative Financial Centre at 2704 South Goyer Road.
2011
Jim Guyot becomes the top producing financial adviser.
2017
Creative Financial Designs surpasses $1B in AUM.
2021
Creative Financial Designs surpasses $1.5B in AUM.
2023
Kurt Supe becomes the top producing financial adviser.
2023
Creative Financial Designs surpasses $2B in AUM.
2024
Creative Financial Designs surpasses $2.5B in AUM.
2024
The inaugural Emerging Adviser Trip is held in Clearwater, Florida.
2025
The 25th anniversary Presidential Adviser Trip is held in Turks and Caicos.
Creative Financial Designs (Creative) is registered as a Registered Investment Adviser. Founder, Mick Owens, serves as the firm's first president, a role he would hold until 1998.
Brokerage
Investment Management Services started.
Brent Owens, son of founder Mick Owens, is named President of cfd Investments, Inc. and Creative. At the time, the firm served 50 Financial Advisers with an average production of less than $10,000 per adviser.
Development
of 5 Managed Portfolio concept, Inception of Mutual Fund Strategy.
NACFC Sponsor.
Variable
Annuity Management Services Started, Self-Directed Management started.
Creative crosses $50 million in AUM.
Creative reaches 1,000 Managed Accounts.
Kris Hale is named Vice President of cfd Investments, Inc. and Kregg Rooze is named Vice President of Creative.
Creative crosses $100 million in AUM.
Creative crosses $150 million in AUM.
Creative Financial Centre opens. The CFD Companies move into a 44,000 square foot, custom built home office building to house a growing staff and be able to host annual conferences.
NFS Custodian Platform started.
Inception
of the BFV Funds, Traditional, Traditional ETF Strategies.
Inception
of Traditional Tax-Wise Strategy, TD Ameritrade Custody Platform.
Creative reaches 5,000 Managed Accounts.
Creative sponsors Kingdom Advisers.
Creative crosses $500 million in AUM.
Creative makes use of Black Diamond PMS.
Inception of the BFV Combo Strategy.
Inception
of the Traditional CFD4 and the Traditional Income Strategies.
Introduction of the Income and Traditional American Funds Focused Strategies.
Creative crosses $1 billion in AUM.
Introduction of the
BFV
Inspire Strategy.
Introduction of the BFV CFD4 Strategy.
Introduction of the BFV Timothy and Traditional Fundamental Opportunities Strategies.
Introduction of the Traditional BIC & 5 Tool, Large Cap Growth, Large Cap Value, Large Cap Global Strategies.
Introduction of the
BFV
Eventide Strategy.
Creative crosses $1.5 billion of AUM with $1.9
billion plus reported at the end of the year.
Creative reaches 10,000 Managed Accounts.
Charles Schwab Custody Platform added.
Creative reaches 12,000 Managed Accounts.
Creative, through discretionary management
within the firm finishes 2024 with $2.4 billion plus of AUM and over 13,000
managed accounts.
Average production for advisers/reps through the
CFD Companies exceeds $350k for 2024.
Introduction of BFV Tax-Wise Strategy.
In May, Creative through discretionary
management crosses $2.5 billion plus of AUM for the first time in company
history.
In May, Creative reaches 14,000 Managed Accounts.
CFD Companies, cfd Investments, Inc. and Creative, serves financial professionals spread across the 50 United States. Overseeing roughly $7 billion in total client assets, the two primary firms of CFD Companies are committed to strategic growth through industry innovation and uncommonly personal relationships with the entire adviser family.
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