Your Business,
Our Commitment.
Your Broker/Dealer & RIA partner for unparalleled support and growth.
Zachary Covert
Director of Business Development
At a Glance
CFD Companies Overview
A family of independent financial firms built over 40 years to empower advisers with the freedom, tools, and support to grow.
💼
150+
Financial Advisers
📈
$7B+
Assets Served
🏛
40 Yrs
Legacy & Experience
🤝
3:1
Adviser-to-Staff Ratio
Our Difference
Why Advisers Partner With CFD
Across the country, financial professionals who deliver concierge-level service trust CFD for the same — 150 advisers strong and growing with thoughtful intention.
⚡

Uncommon Agility

Your business evolves, and so do we. We stay agile, constantly innovating and improving our support to keep you ahead.

✝️

Guided by Our Beliefs

We champion independence, exceptional service and innovation, while treating everyone in a Christ-like manner.

💡

Driven by Advisers

We challenge you to bring us new ideas and disrupt the status quo. It's not about fitting in; it's about how we can serve you.

🛡️

Support That Empowers

You know your business best. We provide a 3:1 adviser-to-staff ratio, continuous training and direct access to leadership.

Our Story
A Firm That Puts You First
40 years of history. Two powerful entities. One unified mission: empowering advisers to serve clients with freedom and excellence.
Throughout our 40-year history, the CFD Companies have consistently recognized that individuals are best served by a financial professional who possesses the freedom to implement personalized planning and investment strategies. We firmly believe that an adviser's Broker/Dealer and RIA should act as a partner and resource network, empowering adviser-client relationships through trust, innovative support and a shared commitment to mutual growth.

Broker / Dealer

CFD Investments, Inc.

The Broker/Dealer arm of the CFD Companies, providing the infrastructure and regulatory framework for independent advisers to thrive.

Registered Investment Adviser

Creative Financial Designs, Inc.

The RIA arm of the CFD Companies, offering expert financial planning and professional money management for advisers and their clients.

Our Team
Steering With Purpose
Passionate leaders focused on building lasting partnerships and empowering every adviser in the CFD family.
BO

Brent Owens

Firm President

KH

Kris Hale

VP, CFD Investments

KR

Kregg Rooze

VP, Creative Financial Designs

MB

Matthew Bahrenburg

Chief Compliance Officer

GS

Greg Smith

Chief Financial Officer

ZC

Zachary Covert

Director of Business Development

TAMP Services
Creative Portfolio Management
Our turnkey asset management program handles your investing with precision, freeing you to focus your advisory voice where it matters most. Backed by a 40-year legacy.
BRI

Divinity ETF

Stringent Biblically-focused and diversified portfolios using ETFs and mutual funds aligned with Christian values.

Traditional

Five Tool

Rules-based, multi-factor approach targeting funds with consistency, strength, integrity, reliability, and diversification.

BRI

Purpose Funds

Well-diversified BRI fund portfolios rooted in Biblical values and rigorous fund selection with tactical oversight.

Traditional

Tax-Wise

Tax-efficient portfolios blending active and passive funds designed to keep more of your clients returns after taxes.

Reputation Matters
Don't take our word for it
I continue to work with CFD Investments because they are leading edge. The goal of CFD Investments is to grow with the adviser.
Terry May - Greenville, OH
Leaving a major wirehouse to join CFD was the best decision of my career and my only regret is not doing it sooner!
Nolan Dill - Bowling Green, OH
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.
Gene Griffin - Terre Haute, IN
Ready to Chat?
Let's Start Your Journey.
We're available when you are. Reach out to begin a conversation about how CFD Companies can serve your practice.
Email
zcovert@cfdcompanies.com
Director of Business Development
Web
www.cfdcompanies.com
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