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. Publicly available metadata classifies the firm as "unclassified" and identifies its ownership as a domestic entity with individual ownership. The dataset does not attach a detailed business or advisory activity profile to the firm; several typical advisor attributes are flagged negative (see Investments & Alternatives below).
Assets & Accounts
Investments & Alternatives
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 168
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
Similar firms
Sycamore Financial Group
Broker-DealerKokomo, IN
Oneamerica Securities, Inc.
Broker-DealerIndianapolis, IN
EBH Securities, Inc.
Broker-DealerIndianapolis, IN
Ceres Securities, LLC
Broker-DealerSouth Bend, IN
Periculum Capital Markets, LLC
Broker-DealerCarmel, IN
Cornerstone Financial Services, Inc.
Broker-DealerGreenfield, IN