Edward Camp

CFD Investments, Inc

3835 Edison Lakes Parkway Suite 300

Mishawaka, IN 46545

574-273-0803

Independent to help you find the best options

About CFD Investments, Inc

I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right choices regarding their financial future.

Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600

General Information

Firm Start Year

1986

No.of Employees

100-499

CRD#

2052301

Firm CRD#

25427

Insurance License#

1074390

Name of Broker/Dealer

cfd Investments, Inc.

Name of Custodial Firm

National Financial Services

States Licensed in

IAR

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Over 30 Years.

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Services

Investment Types

Insurance, Mutual Funds, Bonds, Stocks, Annuities, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Via Phone, Your Office

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CLU^®, ChFC^®

Securities Licenses

Series 63, Series 24, Series 7, Series 6

Insurance and Annuity Licenses

Disability, Property, Casualty, Accident, Variable Life, Health, Life, Variable Annuity, Long Term Care, Annuity

Firm Information

Firm's Number of Clients

9200

Firm's Number of Planning Clients

9200

Firm's Number of Managed Clients

9200

Assets Managed by Firm

1.15 Billion

Advisor's Number of Clients

300

Assets Managed by Advisor

$110,000,000.00

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions

Fee % Based on Assets

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