CFD Investments, Inc.

Broker-DealerFINRA MemberEst. 1989
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 and has been registered with the SEC since 1989. The firm is listed as owned by a domestic entity and an individual and is categorized as "unclassified" in the available records. The material provided does not include a description of the firm's advisory offerings, client segments, or fee schedules. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a multi-state adviser, a pension consultant, or a related adviser in the supplied data. Public disclosures about its business activities and affiliations were not provided.

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