CFD Companies
CFD Companies’ Support of Social Media Marketing Validated by Adviser Appearance at Jolt! Conference
KOKOMO, Ind. — CFD Companies’ efforts to support adviser marketing were validated recently when CFD affiliated financial adviser Rachael Camp was a featured panelist at the 2025 Jolt! Conference. Social media marketing remains prohibited at many financial services firms, but CFD has calculated that the extra regulatory burdens are a part of providing exceptional service to CFD affiliated financial professionals….
CFD Companies Focuses on Building Community with Financial Professionals in 2025
KOKOMO, Ind. — CFD Companies, home to a fully independent Broker/Dealer and RIA, announced key community building initiatives for 2025. Though the firm has experienced significant growth, it remains committed to fostering a family-like community that is the foundation for delivering exceptional service….
CFD Companies Announce $300M in new AUA and Increased Partnership with Kingdom Advisors
KOKOMO, Ind. — CFD Companies, home to a fully independent Broker/Dealer and RIA, announced that they continued to enjoy growth in the second and third quarters of 2024. Multiple financial professionals moved their affiliations from competitors to the CFD Companies during the last two quarters, bringing over an additional $300 million in assets under advisement (AUA) to the CFD Companies….