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. The public profile lists ownership involving a domestic entity and an individual; the firm's regulatory classification is not specified in the available record. The snapshot indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor, a pension consultant, or a related adviser. The firm has not disclosed core details about its advisory activities, fee schedule, client segments or investment focus in the source material. Those omissions limit what can be said about its service model or portfolio construction. The profile does explicitly mark it as not a multi-state adviser, a point to note alongside its stated office footprint.
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
Matthew Bahrenburg
General Counsel and Chief Compliance OfficerCRD 5295661

Steven Carpenter
Co-Founder and CEOCRD 4380417

James Guyot
Founder and CEOCRD 4517834
Contacts
3 of 168
Mark Magruder
Wealth PartnerCRD 5705376
Lisa Raderstorf
Financial AdvisorCRD 5079681

Joanne Broadwater
Owner, Financial AdvisorCRD 5081273
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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