Bradley Raymond Cougill
CFP®Professional Summary
Bradley Raymond Cougill, CFP®, who also goes by Brad Raymond Cougill, is a registered financial advisor currently at DEERFIELD located in Indianapolis, Indiana. Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Bradley has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Investment Management
- Estate & Legacy Planning
- Retirement Planning
Biography
You’ve worked hard, accumulated assets, and now you are looking for professional financial advice to help plan for the future. Sometimes life can also take an unexpected turn and you need help finding the right path. Deerfield Financial Advisors specializes in helping: Individuals and couples planning for or already enjoying retirement Business owners anticipating a liquidity event Individuals who have recently lost a spouse or been through a divorce Entrepreneurs and executives wishing to diversify...
Other Aliases
Brad Raymond Cougill
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
DEERFIELD | DEERFIELD FINANCIAL ADVISORS, INC. | DEERFIELD FINANCIAL ADVISORS INC
Contact Information
Main Address
310 E. 96th Street Suite 375, Indianapolis, IN 46240Phone Number
(317) 469-2455# of Employees
14SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,073AUM (Assets Under Management)
$1,176,249,776Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/05/2025 | Cover Page | Report |
| 09/24/2024 | Cover Page | Report |
| 01/04/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
DEERFIELD | DEERFIELD FINANCIAL ADVISORS, INC. | DEERFIELD FINANCIAL ADVISORS INC
State Registrations and Notice Filings
(4/30/2012)
(3/30/2004)
(5/2/2005)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bradley Raymond Cougill's CRS (Customer Relationship Summary).
Services Offered by Bradley
- Financial Planning
- Investment Management
- Estate & Legacy Planning
- Retirement Planning
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