CFD Investments, Inc.
Firm details
- Headquarters
- Kokomo, Indiana
- CRD number
- 25427
- Registered since
- November 9, 1989
- Website
- cfdinvestments.com
Firm profile
FINTRXOverview
CFD Investments, Inc. is organized as a corporation and has been registered with the SEC since 1989. Ownership is listed as a combination of a domestic entity and an individual. The firm's public profile classifies it as "unclassified" and it is not identified as a capital allocator. Regulatory and program-level flags in the source indicate CFD Investments, Inc. is not an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. The data does not include a description of the firm's advisory offerings, fee schedule, client segments, or specific business activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 8
Robert Diamond
CEOCRD 2801150

Pietro Passalacqua
Founder & CEOCRD 2299676

Matthew Bahrenburg
General Counsel and Chief Compliance OfficerCRD 5295661
Contacts
3 of 165
Troy Jerrils
Registered RepresentativeCRD 4481694
Lisa Raderstorf
Financial AdvisorCRD 5079681

Kathi Dunlap
OwnerCRD 5401989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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