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Edward Camp, CLU®, ChFC®, CFP®
CFD Investments, Inc

Tel: 574-273-0803
3835 Edison Lakes Parkway Suite 300
Mishawaka, IN 46545
CFD Investments, Inc | Financial Advisor in Mishawaka ,IN

Independent to help you find the best options



About Edward Camp

Because Edward is a fully independent financial advisor, he is able to truly shop the market for every available financial product and present the best options. It's a significant distinction for his clients. After working as an advisor for several major financial companies, He says, I realized my clients options were limited to those offered by my employers. I knew I could better serve people as an independent advisor. Edward has never looked back. I take advantage of my independent status, He explains, to find innovative options and then design custom investment portfolios with maximum growth potential and a minimum amount of risk.

Edward has a full compliment of securities licenses: 6, 7, 24 and 63, is an Investment Advisor Representative, a CFP®, Certified Financial Planner Professional CLU®, Chartered Life Underwriter® ChFC®, Chartered Financial Consultant® A former publisher and Indiana State and Midwest Regional chess champion, Edward has never done anything that brings him more satisfaction than helping retirees and high net worth individuals achieve peace of mind.


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

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General Information

Firm Start Year:   1986
No.of Employees:   100-499
Insurance License#:   1074390
Name of Broker/Dealer:   CFD Investments, Inc.
Name of Custodial Firm:   National Financial Services
States Licensed in:   IAR
Number of Years with Current Firm:   20
Work Experience:   Over 30 Years.
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals

Services

Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property, Disability

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:   Based on Assets, Hourly, Flat Fee, Commissions
Fee % Based on Assets:   1

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


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Baroda Berrien Center
Berrien Springs Bremen
Bristol Buchanan
Cassopolis Constantine
Dowagiac Eau Claire
Edwardsburg Elkhart
Galien Goshen
Jones Lakeville
Lapaz Middlebury
Milford Mill Creek
Mishawaka Nappanee
New Carlisle New Paris
New Troy Niles
North Liberty Notre Dame
Osceola Plymouth
Rolling Prairie South Bend
Three Oaks Union
Vandalia Wakarusa
Walkerton Wyatt
St. Joe

Compensation Arrangements

Check Money Order
Bank Transfer
brokercheck

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