Good Investments
that are Right for You

About Us

What We Do

As an independent Registered Broker/Dealer, cfd Investments; along with our Registered Investment Adviser, Creative Financial Designs, we offer the products, services, tools, financials planning and money management platforms for your Financial Adviser to serve your best interest and help you achieve your financial goals.

Our Mission & Philosophy

Our Mission is to provide Financial Advisers with the necessary support, tools, techniques, quality financial products, and technologies for the achievement of their clients’ goals and objectives through a team of home office personnel committed to serving advisers in a Christ-like manner. We believe that you cannot push someone to the top of the mountain without also getting there yourself.

Our History

Mick Owens began his financial advising journey in 1969. Mick was one of the early pioneers in the financial planning movement, who believed clients should have proper “planning” services available to them, and that the clients’ needs should always be placed first. Mick eventually founded Creative Financial Designs, Inc. in 1982 and cfd Investments, Inc. in 1990.


Our Advisers demonstrate strong integrity and an unprecedented commitment to serving you, with the ultimate goal of helping you get from where you are, to where you want to be – all while showing you how we are going to get there together.

  • Alternative Investments
  • Annuities
  • Bonds
  • College Funding
  • ETFs
  • Financial Planning
  • Investments Managing
  • Mutual Funds
  • Retirement Planning
  • Stocks


We are committed to being a firm of integrity regardless of circumstances.


We intend to recruit and retain Advisers committed to placing the needs of their clients before their commission needs.


Our commitment is to help our advisers serve their clients in the manner we would like to be served if we were in their circumstances.


As a company we are guided by our commitment to Faith and family. That drives how we serve our customers, and what we look for in the people who join us as Financial Professionals.