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TB

Terry A. Bonnett

CFD INVESTMENTS
KOKOMO, IN 46902
CRD#: 1502923
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TB
Terry Allen BonnettCFD INVESTMENTS

Professional summary

Terry Allen Bonnett is a registered financial professional currently at CFD INVESTMENTS, INC. located in Kokomo, Indiana.

Terry is registered as a RR (Registered Representative) and started their career in finance in 1986. Terry has worked at 12 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 3, Series 5, Series 15, Series 7, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Terry Allen Bonnett's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 26, 2026 - Present

CFD INVESTMENTS, INC.

Office #1: 2704 S Goyer Rd, Kokomo, IN 46902
BD
CRD#: 25427
KOKOMO, IN
Past

January 7, 2025 - June 1, 2026

SECURE ASSET MANAGEMENT, L.L.C.

RIA
CRD#: 144046
Fishers, IN
Past

January 7, 2025 - June 1, 2026

AURORA SECURITIES

BD
CRD#: 46147
Fishers, IN
Past

October 21, 2024 - January 17, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
Fishers, IN
Past

October 21, 2024 - January 17, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

May 22, 2019 - September 6, 2024

CONCORDE ASSET MANAGEMENT, LLC

RIA
CRD#: 140367
ANN ARBOR, MI
Past

May 22, 2019 - September 6, 2024

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
Ann Arbor, MI
Past

June 30, 2017 - May 9, 2019

THE HUNTINGTON INVESTMENT COMPANY

RIA
CRD#: 16986
INDIANAPOLIS, IN
Past

June 29, 2017 - May 9, 2019

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
INDIANAPOLIS, IN
Past

March 3, 2015 - April 28, 2017

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
ST. CARMEL, IN
Past

March 3, 2015 - April 28, 2017

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
ST. CARMEL, IN
Past

January 3, 2012 - April 3, 2013

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
INDIANAPOLIS, IN
Past

August 9, 2001 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
INDIANAPOLIS, IN
Past

August 28, 1992 - April 3, 2013

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
INDIANAPOLIS, IN
Past

March 4, 1987 - December 4, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 1, 1986 - December 19, 1986

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(5/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/12/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/30/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 10/21/2024
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 4/27/1987
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 5
Date: 4/2/1987
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 15
Date: 3/26/1987
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/1986
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/4/2019
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 9/19/1994
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

CI
CFD INVESTMENTS, INC.
CFD INVESTMENTS, INC. | CFD SECURITIES, INC.

CRD#: 25427 / SEC#: , 8-41727

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
2704 S Goyer Rd, Kokomo, IN 46902
Mailing Address
P.o. Box 2244, Kokomo, IN 46904-2244
Phone number
(765) 453-9600
Established
Indiana since 12/10/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BRAUN, BRIGIT ROWNER6585909
OWENS, BRENT ANTHONYPRESIDENT/DIRECTOR2261719
ROCKEY, BROOKE LEIGHOWNER4817176
THE OWENS FAMILY TRUST DATED 8/1/2017OWNER
BAHRENBURG, MATTHEW OCHIEF COMPLIANCE OFFICER5295661
HALE, DANIEL KRISOWNER, VICE PRESIDENT, DIRECTOR2649813
OWENS, MICKEY LEEDIRECTOR, TRUSTEE OF THE OWENS FAMILY TRUST DATED 8/1/20171437001
ROCKEY, CHRISTOPHER MOWNER5504531
ROOZE, KREGG JERRODDIRECTOR, SECRETARY, TREASURER3174063

Disclosures

Regulatory Event8
Bond1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CFD INVESTMENTS, INC.

CRD#: 25427Kokomo, IN 46902

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