CFD Companies logo

CFD Companies Employee Directory

Financial ServicesIndiana, United States51-200 Employees

The CFD Companies operate in the financial services sector, delivering advisory services through Creative Financial Designs, Inc., a Registered Investment Adviser, and offering securities via CFD Investments, Inc., a Registered Broker/Dealer. They collaborate with Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives to help them become trusted, client-focused planners who serve clients on a fee basis and without being tethered to a single insurer or working in isolation. The firm emphasizes that clients are best served by an Independent Investment Adviser they can trust and who can develop lasting relationships.

Based in Kokomo, Indiana, the organization traces its roots to a financial firm founded in 1969, with CFD Investments established in 1990 to support advisers and their clients. It promotes integrity, adviser and client service, and stewardship, aiming to place clients’ goals ahead of commissions. A recent development notes that a CFD-affiliated adviser was featured as a panelist at the 2025 Jolt event.

Find CFD Companies employees' phone numbers or email addresses

CFD Companies Global Highlights

Location
Employees

North America
185

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  • United States Of America
    185

Asia
3

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  • Israel
    1
  • Uzbekistan
    1
  • India
    1

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Africa
1

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  • Nigeria
    1

CFD Companies's Leadership

  • Stylized image of a person
    A. G.
    President
    Phone icon
  • Stylized image of a person
    M. O.
    Founder
    Phone icon
  • Stylized image of a person
    J. C.
    Interim President
    Phone icon
  • Stylized image of a person
    C. T.
    Owner
    Phone icon
  • Stylized image of a person
    K. H.
    Vice President
    Phone icon
  • Stylized image of a person
    L. A.
    Outreach And Client Care Director
    Phone icon
  • Stylized image of a person
    P. F.
    Human Resource Director
    Phone icon
  • Stylized image of a person
    K. W.
    Marketing Automation Manager
    Phone icon

CFD Companies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Branding
  • Business
  • Community & Social Services
  • Other
  • Information Technology

Contact profiles from CFD Companies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. G.
    President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. C.
    Interim President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    M. O.
    Founder
    Phone icon
    Oct 31, 2024
  • Stylized image of a person
    C. T.
    Owner
    Phone icon
    United KingdomCardiff
    Dec 18, 2025
  • Stylized image of a person
    K. H.
    Vice President
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    L. A.
    Outreach And Client Care Director
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    P. F.
    Human Resource Director
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    K. W.
    Marketing Automation Manager
    Phone icon
    Israel
    Jul 06, 2026
  • Stylized image of a person
    C. B.
    Wealth Manager
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    D. R.
    Co Founder Business Manager
    Phone icon
    Aug 15, 2025

Frequently Asked Questions

What is CFD Companies known for?

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CFD Companies was founded in 1990 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore CFD Companies's company overview page for more information.

What is CFD Companies's most common email format?

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CFD Companies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CFD Companies email formats with LeadIQ.

How many employees does CFD Companies have currently?

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CFD Companies has approximately 89 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are CFD Companies's key employees and leadership?

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As of July 2026, CFD Companies's key employees include:

  • President: A. G.
  • Founder: M. O.
  • Interim President: J. C.
  • Owner: C. T.
  • Vice President: K. H.

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