Woodfield Financial Advisors, Inc.

Woodfield Financial Advisors, Inc. (CRD# 123279) is a financial advisory firm headquartered in Deer Park, IL. They manage $162,654,521 in 573 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
21660 W. Field Pkwy Suite 290, Deer Park, IL 60010
https://www.facebook.com/woodfieldfinancial/
By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $283,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IL, MD, TN, WI

Financial Advisors at Woodfield Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James Dobbs, financial advisor Deer Park IL
James B. Dobbs
CRD#: 1343000
21660 W. Field Pkwy Suite 290, Deer Park, IL 60010

James Dobbs (CRD# 1343000) is an Investment Advisor Representative working at Woodfield Financial Advisors, Inc. in Deer Park, IL and has over 32 years of experience in the finance industry.

2
Martin Konsor, financial advisor Deer Park IL
Martin M. Konsor
CRD#: 6474899
21660 W. Field Pkwy Suite 290, Deer Park, IL 60010

Martin Konsor (CRD# 6474899) is an Investment Advisor Representative working at Woodfield Financial Advisors, Inc. in Deer Park, IL and has over 9 years of experience in the finance industry.

3
Donald Monsen, financial advisor Deer Park IL
Donald J. Monsen
CRD#: 1605450
21660 W. Field Pkwy Suite 290, Deer Park, IL 60010

Donald Monsen (CRD# 1605450) is an Investment Advisor Representative working at Woodfield Financial Advisors, Inc. in Deer Park, IL and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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