Terry May ChFC®, CLU® | Greenville, Ohio Joined cfd Investments in 1990
Puts You First
Gene Griffin CFP®, RFC® | Terre Haute, Indiana Joined cfd Investments in 2001
Jim Guyot CFP® | Lenexa, KS Joined cfd Investments in 2007
Built by Advisers Like You
Alex Lebron CFP® | Flint, Michigan Joined cfd Investments in 2017
Depth of Service
Lisa Raderstorf | Logansport, Indiana Joined cfd Investments in 2001
“If you’re looking for the best Independent Broker Dealer to match the needs of your practice, look no further. You’ve found them.”
Peter Passalacqua CFP® | Hillsborough, New Jersey Joined cfd Investments in 2002
Edward Camp CFP®, CLU®, ChFC® | Mishawaka, Indiana Joined cfd Investments in 2001
Credible Broker Dealer
Kent LaLonde CFP® and Gina LaLonde | Mission Vejo, California
Joined cfd Investments in 2005
cfd investments is a great place to come.”
We have advisers across the United States. From California to New York, Minnesota to Florida and many points in between.
We are committed to Serving Advisers with a commitment to the highest level of integrity, believing you cannot push someone to the top of the mountain without getting there yourself.
Brent Owens, President
We are a resource for you! Let us know what you need to provide the service and products your clients need.
Kregg Rooze, Managed Accounts Director