Deerfield Financial Advisors, Inc.

Deerfield Financial Advisors, Inc. (CRD# 104964) is a financial advisory firm headquartered in Indianapolis, IN. They manage $542,589,139 in 1,014 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    543
    MILLION
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $535,098
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, IN, SC, TX

Financial Advisors at Deerfield Financial Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Richard L. Bellmer
CRD#: 828635
Hilton Head Island, SC
96
Wealthminder
score

Richard Bellmer (CRD# 828635) is an Investment Advisor Representative working at Deerfield Financial Advisors, Inc. in Hilton Head Island, SC and has over 32 years of experience in the finance industry. Richard Bellmer 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.

2
Bradley R. Cougill
CRD#: 2240747
8440 Woodfield Crossing Blvd., Suite 360, Indianapolis, IN 46240
96
Wealthminder
score

Bradley Cougill (CRD# 2240747) is an Investment Advisor Representative working at Deerfield Financial Advisors, Inc. in Indianapolis, IN and has over 25 years of experience in the finance industry. Bradley Cougill 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.

3
Marcus F. Miller
CRD#: 5705816
8440 Woodfield Crossing, Suite 360, Indianapolis, IN 46240
96
Wealthminder
score

Marcus Miller (CRD# 5705816) is an Investment Advisor Representative working at Deerfield Financial Advisors, Inc. in Indianapolis, IN and has over 8 years of experience in the finance industry. Marcus Miller 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.

4
Matthew L. Roop
CRD#: 2990672
8440 Woodfield Crossing, Suite 360, Indianapolis, IN 46240
96
Wealthminder
score

Matthew Roop (CRD# 2990672) is an Investment Advisor Representative working at Deerfield Financial Advisors, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry. Matthew Roop 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.

5
Benjamin J. Hockema
CRD#: 6119597
1480 Renaissance Dr., Suite 215, Park Ridge, IL 60068
90
Wealthminder
score

Benjamin Hockema (CRD# 6119597) is an Investment Advisor Representative working at Deerfield Financial Advisors, Inc. in Park Ridge, IL and has 1 year of experience in the finance industry. Benjamin Hockema 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.

6
Susan M. Steel
CRD#: 4346489
8440 Woodfield Crossing Blvd., Suite 360, Indianapolis, IN 46240
90
Wealthminder
score

Susan Steel (CRD# 4346489) is an Investment Advisor Representative working at Deerfield Financial Advisors, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry. Susan Steel 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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