DEERFIELD FINANCIAL ADVISORS, INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 104964). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Susan Marie Steel | SENIOR SHAREHOLDER, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | — |
| Bradley Raymond Cougill | SENIOR SHAREHOLDER, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | — |
| Marsha Ann Kalasmiki | CHIEF COMPLIANCE OFFICER | — |
| Matthew Lewis Roop | SHAREHOLDER | — |
| Marcus Franklin Miller | SHAREHOLDER | — |
| BELLMER RICHARD LANCE | CEO, MANAGING PARTNER, INVESTMENT COMMITTEE CHAIRPERSON, AND MARKETING DIRECTOR; CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER; PARTNER | — |
| STEEL SUSAN MARIE | CFO, PARTNER, INVESTMENT COMMITTEE MEMBER, AND CHIEF COMPLIANCE OFFICER; CFO, PARTNER, INVESTMENT COMMITTEE MEMBER, AND COMPLIANCE OFFICER; DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER (+5 more) | — |
| COUGILL BRADLEY RAYMOND | COO, PARNTER, INVESTMENT COMMITTEE MEMBER, AND HUMAN RESOURCE DIRECTOR; DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON; DIRECTOR, VICE PRESIDENT AND CHIEF INVESTMENT OFFICER (+3 more) | — |
| HOCKEMA BENJAMIN JOSEPH | DIRECTOR AND VICE PRESIDENT | — |
| MILLER kEITH FRANKLIN | SHAREHOLDER | — |
| KALASMIKI MARSHA ANN | CHIEF COMPLIANCE OFFICER | — |
| ROOP MATTHEW LEWIS | SHAREHOLDER | — |