DEERFIELD FINANCIAL ADVISORS, INC.
Legal name: DEERFIELD
CRD #104964 SEC #801-25156 INDIANAPOLIS, IN 317-469-2455
SEC Registered
Total AUM
$958.7M
Discretionary
$796.6M
Employees
15
Clients
101
Accounts
938
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 17, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALASMIKI, MARSHA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| BELLMER, RICHARD, LANCE | I | CEO, MANAGING PARTNER, INVESTMENT COMMITTEE CHAIRPERSON, AND MARKETING DIRECTOR | C | Control |
| BELLMER, RICHARD, LANCE | I | CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER | C | Control |
| BELLMER, RICHARD, LANCE | I | CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER | C | Control |
| BELLMER, RICHARD, LANCE | I | CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER | C | Control |
| BELLMER, RICHARD, LANCE | I | CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER | C | Control |
| BELLMER, RICHARD, LANCE | I | CEO, MANAGING PARTNER, INVESTMENT COMMITTEE CHAIRPERSON, AND MARKETING DIRECTOR | C | Control |
| BELLMER, RICHARD, LANCE | I | CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER | C | Control |
| BELLMER, RICHARD, LANCE | I | CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER | C | Control |
| BELLMER, RICHARD, LANCE | I | CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER | C | Control |
| BELLMER, RICHARD, LANCE | I | CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER | C | Control |
| BELLMER, RICHARD, LANCE | I | CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER | C | Control |
| BELLMER, RICHARD, LANCE | I | CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR, INVESTMENT COMMITTEE MEMBER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | COO, PARNTER, INVESTMENT COMMITTEE MEMBER, AND HUMAN RESOURCE DIRECTOR | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | COO, PARNTER, INVESTMENT COMMITTEE MEMBER, AND HUMAN RESOURCE DIRECTOR | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, CHIEF INVESTMENT OFFICER, DIRECTOR OF BUSINESS DEVELOPMENT, INVESTMENT COMMITTEE CHAIRPERSON | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | DIRECTOR, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | SENIOR SHAREHOLDER, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | SENIOR SHAREHOLDER, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | SENIOR SHAREHOLDER, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | SENIOR SHAREHOLDER, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | SENIOR SHAREHOLDER, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | SENIOR SHAREHOLDER, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | SENIOR SHAREHOLDER, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | SENIOR SHAREHOLDER, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| COUGILL, BRADLEY, RAYMOND | I | SENIOR SHAREHOLDER, VICE PRESIDENT, AND CHIEF INVESTMENT OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | CFO, PARTNER, INVESTMENT COMMITTEE MEMBER, AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER | C | Control |
| STEEL, SUSAN, MARIE | I | CFO, PARTNER, INVESTMENT COMMITTEE MEMBER, AND COMPLIANCE OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | SENIOR SHAREHOLDER, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | SENIOR SHAREHOLDER, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | SENIOR SHAREHOLDER, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | SENIOR SHAREHOLDER, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | SENIOR SHAREHOLDER, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | SENIOR SHAREHOLDER, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | SENIOR SHAREHOLDER, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | SENIOR SHAREHOLDER, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| STEEL, SUSAN, MARIE | I | SENIOR SHAREHOLDER, PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| HOCKEMA, BENJAMIN, JOSEPH | I | DIRECTOR AND VICE PRESIDENT | B | Control |
| HOCKEMA, BENJAMIN, JOSEPH | I | DIRECTOR AND VICE PRESIDENT | B | Control |
| HOCKEMA, BENJAMIN, JOSEPH | I | DIRECTOR AND VICE PRESIDENT | B | Control |
| HOCKEMA, BENJAMIN, JOSEPH | I | DIRECTOR AND VICE PRESIDENT | B | Control |
| HOCKEMA, BENJAMIN, JOSEPH | I | DIRECTOR AND VICE PRESIDENT | B | Control |
| HOCKEMA, BENJAMIN, JOSEPH | I | DIRECTOR AND VICE PRESIDENT | B | Control |
| MILLER, MARCUS, FRANKLIN | I | SHAREHOLDER | B | Control |
| MILLER, MARCUS, FRANKLIN | I | SHAREHOLDER | B | Control |
| MILLER, MARCUS, FRANKLIN | I | SHAREHOLDER | B | Control |
| MILLER, MARCUS, FRANKLIN | I | SHAREHOLDER | B | Control |
| MILLER, MARCUS, FRANKLIN | I | SHAREHOLDER | B | Control |
| MILLER, MARCUS, FRANKLIN | I | SHAREHOLDER | B | Control |
| MILLER, MARCUS, FRANKLIN | I | SHAREHOLDER | B | Control |
| MILLER, MARCUS, FRANKLIN | I | SHAREHOLDER | B | Control |
| MILLER, MARCUS, FRANKLIN | I | SHAREHOLDER | B | Control |
| ROOP, MATTHEW, LEWIS | I | SHAREHOLDER | B | Control |
| ROOP, MATTHEW, LEWIS | I | SHAREHOLDER | B | Control |
| ROOP, MATTHEW, LEWIS | I | SHAREHOLDER | B | Control |
| ROOP, MATTHEW, LEWIS | I | SHAREHOLDER | B | Control |
| ROOP, MATTHEW, LEWIS | I | SHAREHOLDER | B | Control |
| ROOP, MATTHEW, LEWIS | I | SHAREHOLDER | B | Control |
| ROOP, MATTHEW, LEWIS | I | SHAREHOLDER | B | Control |
| ROOP, MATTHEW, LEWIS | I | SHAREHOLDER | B | Control |
| ROOP, MATTHEW, LEWIS | I | SHAREHOLDER | B | Control |
Registrations
Federal
IA
Nov 17, 2025 REGISTERED
Notice Filings (9)
CA FL IL IN LA MA MI SC TX
Address
310 E. 96TH STREETSUITE 375
INDIANAPOLIS, IN 46240
United States
Phone: 317-469-2455