CFD Companies is a general term combining both Creative Financial Designs, Inc. & CFD Investments, Inc. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer. Member FINRA & SIPC
A financial services firm focused on integrity, excellence, and honoring clients through exceptional service.
Powered by Creative Financial Designs, Inc. (RIA) and cfd Investments, Inc. (Broker/Dealer), partnering with financial professionals to help turn goals into realities.
Your Goals. Our Commitment.
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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.
Kurt Supe CPA, Independent Financial Adviser • Indianapolis, IN
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Everything you need to grow—without losing independence.
Flexible models + resources to support advisers
Innovative tools + collaborative environment
- Partner Portal for tools, content, and support
Founded in 1990, CFD Investments has supported independent financial advisers with innovative tools, flexible solutions, and a collaborative environment designed to fuel long-term growth.
Broker/Dealer
cfd Investments, Inc
The Partner Portal is your launchpad for growth, offering tools, content, and support to keep you connected, equipped, and ready to lead.
Your Tools. Your Network. Your Edge.
Partner Portal
Since 1982, Creative Financial Designs has empowered advisers with customizable models and resources that foster trust, independence, and enduring client relationships.
Registered Investment Adviser
Creative Financial Designs, Inc
For over 40 years, CFD Companies has empowered advisers with the freedom to serve clients through personalized planning and principled investing. As your partner and resource network, we’re committed to trust, innovation, and treating every relationship in a Christ-like manner.
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