Aidan C. Finet

DEERFIELD

INDIANAPOLIS, IN

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CRD#: 7324775

Professional summary

Aidan Christopher Finet, CFP®, who also goes by Aiden Christopher Finet, is a registered financial advisor currently at DEERFIELD located in Indianapolis, Indiana.

Aidan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Aidan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aiden Christopher Finet

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 Aidan Christopher Finet'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: 2020

Experience

Current

January 19, 2021 - Present

DEERFIELD

RIA

CRD#: 104964

INDIANAPOLIS, IN

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".

DEERFIELD

DEERFIELD | DEERFIELD FINANCIAL ADVISORS, INC. | DEERFIELD FINANCIAL ADVISORS INC

CRD#: 104964 / SEC#: 801-25156

RIA

Registered Investment Advisory firm - (9/5/1985 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

Illinois
(11/1/2023)

IAR

Indiana
(1/19/2021)

IAR

Texas
(1/19/2021)

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

Current Firm

DEERFIELD

DEERFIELD | DEERFIELD FINANCIAL ADVISORS, INC. | DEERFIELD FINANCIAL ADVISORS INC

CRD#: 104964 / SEC#: 801-25156

RIA

Registered Investment Advisory firm - (9/5/1985 Approved)

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Contact information

Main Address

310 E. 96th Street Suite 375, Indianapolis, IN 46240

Mailing Address

Phone number

(317) 469-2455

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (5/7/2025)

Regulatory assets under management

Total Number of Accounts	938
AUM (Assets Under Management)	$ 958,738,339

Accountant 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
01/09/2023	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.

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Aidan C. Finet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aidan Christopher Finet's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEERFIELD

Primary Firm SEC Registration

DEERFIELD

State Registrations and Notice Filings

Exams

Current Firm

DEERFIELD

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DEERFIELD

TRUST BUT VERIFY

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