Deerfield

Deerfield (CRD# 104964) is a financial advisory firm headquartered in Indianapolis, IN. They manage $715,773,162 in 918 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    716
    MILLION
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $779,709
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
Showing 1 - 5 of 5 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 in Indianapolis, IN and has over 29 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 in Indianapolis, IN and has over 12 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 in Indianapolis, IN and has over 23 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 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.

5
Aidan C. Finet
CRD#: 7324775
8440 Woodfield Crossing, Suite 360, Indianapolis, IN 46240

Aidan Finet (CRD# 7324775) is an Investment Advisor Representative working at Deerfield in Indianapolis, IN and has 1 year of experience in the finance industry. Aidan Finet 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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