At cfd Investments we are always looking for new services to assist our financial advisers, provide incentives and perks that show our advisers how much we appreciate them. One of the biggest perks is our Presidential Advisers Trip, where many Advisers and Home Office employees have the opportunity to spend some time together in a beautiful place with wonderful fellowship. In past years, our Presidential Advisers Trip has been held at such exotic locations as Aruba, Bahamas, Cancun, Jamaica, Cabo San Lucas, Barbados, and Grand Cayman.
cfd Investments looks forward to the continued expansion of benefits and services in years to come.
An opportunity for Advisers and CFD to join arms and go beyond mere compliance and is intended to lift spirits and provide resources. The heart of the CFD organization is to help Advisers succeed!
Offered to the Top 25 Financial Advisers and was hosted at Puerto Vallarta in 2017, Playa del Carmen in 2016, and Grand Cayman in 2015.
We want to promote Adviser to Adviser peer interaction. There is nothing quite like ideas and encouragement from people who know firsthand what you are dealing with.
Join us on our social networks for all the latest updates, product/service announcements and more.
Creative Financial Centre
2704 South Goyer
Kokomo, IN 46902
For more information, contact Brent Owens, President/Director of Operations.
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.