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).
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Total Assets Under Management697MILLION
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Total Number of Accounts993ACCOUNTS
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Average Account Value$702,258
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, IN, TX
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.
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.
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.
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.