As an independent Registered Broker/Dealer, cfd Investments; along with our Registered Investment Advisor, Creative Financial Designs, we offer the products, services, tools, financials planning and money management platforms for your Financial Adviser to serve your best interest and help you achieve your financial goals.
Our Mission is to provide Financial Advisers with the necessary support, tools, techniques, quality financial products, and technologies for the achievement of their clients' goals and objectives through a team of home office personnel committed to serving advisers in a Christ-like manner. We believe that you cannot push someone to the top of the mountain without also getting there yourself.
Mick Owens, founder of cfd Investments & Creative Financial Designs, began his financial advising journey in 1969. Mick was one of the early pioneers in the financial planning movement, who believed clients should have proper "planning" services available to them, and that the clients’ needs should always be placed first. Mick eventually founded Creative Financial Designs in 1984 and cfd Investments in 1990, behind these principles. The intent then, and now, is to build a firm started by an adviser, for advisers to serve their clients by always placing client needs ahead of the needs of the firm and its advisers.
Our Advisers demonstrate strong integrity and an unprecedented commitment to serving you, with the ultimate goal of helping you get from where you are, to where you want to be – all while showing you how we are going to get there together.
We are committed to being a firm of integrity regardless of circumstances.
We intend to recruit and retain Advisers committed to placing the needs of their clients before their commission needs.
Our commitment is to help our advisers serve their clients in the manner we would like to be served if we were in their circumstances
Our goal is to have a team of Advisers that serve their clients in a Christ-like manner, and are good stewards with their time, talent, and treasure. Our intent is to share our love of Christ and our sense of family with our Advisers, with the idea that they may also share those sentiments with their clients.
Creative Financial Centre
2704 South Goyer
Kokomo, IN 46902
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.