Deerfield Financial Advisors, Inc.

Deerfield Financial Advisors, Inc. (CRD# 104964) is a financial advisory firm headquartered in Indianapolis, IN. They manage $697,342,589 in 993 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    697
    MILLION
  • Total Number of Accounts
    993
    ACCOUNTS
  • Average Account Value
    $702,258
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, TX

Financial Advisors at Deerfield Financial Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Bradley R. Cougill
CRD#: 2240747
8440 Woodfield Crossing Blvd., Suite 360, Indianapolis, IN 46240

Bradley Cougill (CRD# 2240747) is an Investment Advisor Representative working at Deerfield Financial Advisors, Inc. in Indianapolis, IN and has over 28 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.

2
Marcus F. Miller
CRD#: 5705816
8440 Woodfield Crossing, Suite 360, Indianapolis, IN 46240

Marcus Miller (CRD# 5705816) is an Investment Advisor Representative working at Deerfield Financial Advisors, Inc. in Indianapolis, IN and has over 11 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.

3
Matthew L. Roop
CRD#: 2990672
8440 Woodfield Crossing, Suite 360, Indianapolis, IN 46240

Matthew Roop (CRD# 2990672) is an Investment Advisor Representative working at Deerfield Financial Advisors, Inc. in Indianapolis, IN and has over 22 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.

4
Susan M. Steel
CRD#: 4346489
8440 Woodfield Crossing Blvd., Suite 360, Indianapolis, IN 46240

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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