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Deborah A. Dehoff

UNITED CAPITAL FINANCIAL ADVISORS
ELKHART, IN 46516
Some features on this profile are disabled
CRD#: 2284174
DD

Professional summary

Deborah Arlene Dehoff, CFP®, who also goes by Deborah Arlene Blough, is a registered financial advisor currently at UNITED CAPITAL FINANCIAL ADVISORS located in Elkhart, Indiana.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Deborah has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?
Retirement Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

Deborah Arlene Blough

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Arlene Dehoff's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

July 5, 2017 - Present

UNITED CAPITAL FINANCIAL ADVISORS

Office #1: 300 Nibco Parkway, Elkhart, IN 46516
RIA
CRD#: 134600
ELKHART, IN
Past

September 28, 2012 - October 3, 2016

HARBOUR INVESTMENTS, INC.

BD
CRD#: 19258
ELKHART, IN
Past

August 20, 2009 - October 22, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
ELKHART, IN
Past

October 13, 2006 - December 31, 2017

COMPASS WEALTH ADVISORS, LLC

RIA
CRD#: 117129
ELKHART, IN
Past

February 20, 2004 - August 20, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
ELKHART, IN
Past

February 5, 2001 - March 19, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

May 14, 1999 - May 16, 2000

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

March 3, 1995 - May 14, 1999

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH
Past

October 14, 1992 - March 3, 1995

SOCIETY INVESTMENTS, INC.

BD
CRD#: 17656

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UC
UNITED CAPITAL FINANCIAL ADVISORS
FINLIFE PARTNERS | UNITED CAPITAL WEALTH | UNITED CAPITAL RETIREMENT ADVISERS | UNITED CAPITAL PRIVATE WEALTH COUNSELING | UNITED CAPITAL FINANCIAL LIFE MANAGEMENT | UNITED CAPITAL FINANCIAL ADVISORS, LLC | UNITED CAPITAL FINANCIAL ADVISORS | UNITED CAPITAL FINANCIAL ADVISERS, LLC | UNITED CAPITAL FINANCIAL ADVISERS, INC. | UNITED CAPITAL FINANCIAL ADVISERS | UNITED CAPITAL | UCFA, LLC | UCFA | PFM | GS PFM | GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

CRD#: 134600 / SEC#: 801-64376

RIA
Registered Investment Advisory firm - (6/9/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(7/5/2017)
IAR
Texas
(3/16/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/22/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/28/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/3/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/13/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/13/2009
General Securities Principal Examination

Current Firm

UC
UNITED CAPITAL FINANCIAL ADVISORS
FINLIFE PARTNERS | UNITED CAPITAL WEALTH | UNITED CAPITAL RETIREMENT ADVISERS | UNITED CAPITAL PRIVATE WEALTH COUNSELING | UNITED CAPITAL FINANCIAL LIFE MANAGEMENT | UNITED CAPITAL FINANCIAL ADVISORS, LLC | UNITED CAPITAL FINANCIAL ADVISORS | UNITED CAPITAL FINANCIAL ADVISERS, LLC | UNITED CAPITAL FINANCIAL ADVISERS, INC. | UNITED CAPITAL FINANCIAL ADVISERS | UNITED CAPITAL | UCFA, LLC | UCFA | PFM | GS PFM | GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

CRD#: 134600 / SEC#: 801-64376

RIA
Registered Investment Advisory firm - (6/9/2005 Approved)
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Contact information

Main Address
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062
Mailing Address
Phone number
(972) 822-2055
Established
Firm type
Fiscal year end
# of Employees
271

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

UNITED CAPITAL FINANCIAL ADVISORS WRAP FEE PROGRAM BROCHURE (3/28/2025)
UNITED CAPITAL FINANCIAL ADVISORS ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts41,738
AUM (Assets Under Management)$ 17,211,052,120

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/01/2024
Cover Page
Report
10/30/2023
Cover Page
Report
01/26/2023
Cover Page
Report

Red Flags

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.

Company Information

UNITED CAPITAL FINANCIAL ADVISORS

CRD#: 134600Elkhart, IN 46516

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