Leading Edge

Terry May ChFC®, CLU® | Greenville, Ohio
Joined cfd Investments in 1990
“Why cfd Investments? I continue to work with cfd Investments because they are leading edge. The officers attend several conferences every year. They not only know what is currently working and the trends this year…they know what the trends will be in 5 years. The goal of cfd Investments is to grow with the adviser.”

Puts You First

Gene Griffin CFP®, RFC® | Terre Haute, Indiana
Joined cfd Investments in 2001
“Many years ago we spent three hours with Mick and Brent Owens and decided that cfd Investments was the place for us. 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. A company that is always REACHING out to help you in anyway that they can. A company that is QUICK to respond to any need or question that we might have to HELP us serve our clients in the very best way possible. Thanks you guys; You’re the GREATEST.”

Attentive Care

Jim Guyot CFP® | Lenexa, KS
Joined cfd Investments in 2007
As fast as this industry is changing with regards to regulations and technology, cfd has always been and I believe will continue to be at the forefront of these changes with the goal of doing what’s in the best interests of our clients. I always say we do what’s right for our clients and everything else takes care of itself, and cfd shares that philosophy. You are not a number here, but part of a genuine family of high-quality individuals with a service attitude that is infectious. They will listen to our concerns and make changes where appropriate promptly. As we provide peace of mind to our clients in their financial life, cfd does the same for us for our business.

Built by Advisers Like You

Alex Lebron CFP® | Flint, Michigan
Joined cfd Investments in 2017
cfd is truly a special organization with exceptional people that love to serve the advisers they support. If you are looking to align your personal beliefs into your day to day business life, then there is no better place to conduct your business. I have had the benefit of experiencing several other independent broker dealers in the past. None compare to cfd, it is not even close. cfd was built by Advisers like you and me, they understand us because they are one of us. They understand the challenges of building a successful business and will stand by your side as you build yours. My decision to join cfd, was one of my best business decisions that I have ever made.

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.”

Great Resources

Peter Passalacqua CFP® | Hillsborough, New Jersey
Joined cfd Investments in 2002
“When something does come up or when I need advice I have someone to talk to. I can reach out to Brent and I can ask for some of his time and he takes the time to talk to you if you need some advice or are dealing with a challenging situation. I love to be able to make that phone call and talk to Kris Hale or Kregg Rooze. They accommodate me and they are there when I need them. They are very, very good at being great resources.”


Edward Camp CFP®, CLU®, ChFC® | Mishawaka, Indiana
Joined cfd Investments in 2001
“Brent Owens is one of the most sincere and genuine individuals I have ever known. It is for that reason I consistently turn down promises and offers from other BD’s on a regular basis. I can foresee nothing that could sway me from cfd.”

Credible Broker Dealer

Kent LaLonde CFP® and Gina LaLonde | Mission Vejo, California
Joined cfd Investments in 2005
“If you want a credible Broker Dealer that has integrity, honesty and availability;
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.

Serving Advisers

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