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. 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

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
  • Robert Diamond

    Robert Diamond

    CEOCRD 2801150

  • Pietro Passalacqua

    Pietro Passalacqua

    Founder & CEOCRD 2299676

  • Matthew Bahrenburg

    Matthew Bahrenburg

    General Counsel and Chief Compliance OfficerCRD 5295661

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Contacts

3 of 168
  • Troy Jerrils

    Troy Jerrils

    Registered RepresentativeCRD 4481694

  • Lisa Raderstorf

    Lisa Raderstorf

    Financial AdvisorCRD 5079681

  • Kathi Dunlap

    Kathi Dunlap

    OwnerCRD 5401989

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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