Elkhart, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,608,973,322
ClientsTotal clients
24,837
AdvisorsAdvisors at this office
3
Of 164 advisors across 73 offices
Location
300 Nibco Parkway
Elkhart IN 46516
Advisors at this office
3
Advisors at this office
Deborah D
CFP®, Series 63, Series 65
Elkhart, IN
United Capital Financial Advisors
Deborah Dehoff is a CFP® professional with over 32 years of experience in financial advising. She is currently with United Capital Financial Advisors, where she has worked since 2017. Her prior experience includes roles at Harbour Investments Inc and Compass Wealth Advisors, LLC. In addition to her advisory work, she is a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors serves a diverse client base nationwide, including individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary portfolio management using asset-allocation models, access to third-party managers, and customized strategies including ESG and faith-based preferences.
Laura C
Series 65
Elkhart, IN
United Capital Financial Advisors
Laura Compliment is a financial advisor at United Capital Financial Advisors with nine years of industry experience. She previously worked at Compass Wealth Advisors for two years before joining her current firm. Laura holds a Series 65 designation. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports other independent advisors through its FinLife Partners platform, with customizable investment solutions and access to alternative investments.
John M
CFP®, Series 63, Series 66
Elkhart, IN
United Capital Financial Advisors
John Mckissick is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2017. Prior to this, he worked at Compass Wealth Advisors from 2013 to 2017. Outside of his advisory role, he is an insurance agent licensed for life, health, and annuity products and manages a real estate company in Elkhart, Indiana. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with customized strategies, including ESG and faith-based options, supported by proprietary technology and a platform that offers access to third-party managers and sub-advisory services.
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