Financial ADVSR advisor directory · SEC adviser records
Deerfield financial advisors in Indiana
Every SEC-registered investment adviser representative at a Deerfield office in Indiana, by city and A to Z.
7 registered advisors work at Deerfield in Indiana, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Indianapolis (6). 6 list the CFP designation and 0 are also registered broker representatives.
Deerfield advisors by city in Indiana
Every firm in Indiana →Deerfield advisors in Indiana, A to Z
Search by name →- Bradley R. CougillIndianapolis · Certified Financial Planner
- Kent A. DelphIndianapolis · Certified Financial Planner
- Aidan C. FinetIndianapolis · Certified Financial Planner
- Nathan C. MelchiCarmel
- Marcus F. MillerIndianapolis · Certified Financial Planner
- Matthew L. RoopIndianapolis · Certified Financial Planner
- Susan M. SteelIndianapolis · Certified Financial Planner
Deerfield advisors in every state →Deerfield: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Deerfield financial advisors are in Indiana?
7 investment adviser representatives are registered at Deerfield offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Indiana does Deerfield have the most advisors?
Indianapolis, with 6, then Carmel (1). Deerfield has advisors in 2 cities in Indiana.
How do I check a Deerfield advisor in Indiana?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Deerfield office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.