Deborah Dehoff, financial advisor Elkhart IN

Deborah Dehoff

CRD Number: 2284174
Current Firm: United Capital Financial Advisors

Deborah Dehoff (CRD# 2284174) is an Investment Advisor Representative working at United Capital Financial Advisors in Elkhart, IN and has over 31 years of experience in the finance industry. Deborah Dehoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
United Capital Financial Advisors Irving, TX Jun 2017 - Current 6
Compass Wealth Advisors, LLC Elkhart, IN Feb 2004 - Dec 2017 13
Harbour Investments Inc. Madison, WI Sep 2012 - Oct 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Deborah A. Dehoff
Phone Number: 972-822-2055
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    13,179
    MILLIONS
  • Total Number of Accounts
    82,991
    ACCOUNTS
  • Average Account Value
    $158,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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