CFD Investments, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
176
Avg account
$0

Firm details

Headquarters
Kokomo, Indiana
CRD number
25427
Registered since
November 9, 1989

Firm profile

FINTRX

Overview

CFD Investments, Inc. is organized as a corporation with ownership described as a combination of a domestic entity and an individual. The firm’s profile in the dataset is minimal: it is classified as "Unclassified" and is not identified as a capital allocator. The record explicitly indicates the firm is not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. No advisory activities, fee structure, client base, or business activity descriptions are provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Matthew Bahrenburg

    Matthew Bahrenburg

    General Counsel and Chief Compliance OfficerCRD 5295661

  • Steven Carpenter

    Steven Carpenter

    Co-Founder and CEOCRD 4380417

  • James Guyot

    James Guyot

    Founder and CEOCRD 4517834

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Contacts

3 of 168
  • Mark Magruder

    Mark Magruder

    Wealth PartnerCRD 5705376

  • Lisa Raderstorf

    Lisa Raderstorf

    Financial AdvisorCRD 5079681

  • Joanne Broadwater

    Joanne Broadwater

    Owner, Financial AdvisorCRD 5081273

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Kokomo, IN

Howard

Location

Kokomo, IN

Headquartered in Kokomo, IN, anchoring the Kokomo-Peru, IN metro in the Midwest.

Metro area
Kokomo-Peru, IN
Region
Midwest
County
Howard
Address
2704 S Goyer Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth